Senior Relationship Manager, Business Development & Wealth Growth

LUCIANO GRAFF

Senior Relationship Manager Business Development Client Acquisition

Los Angeles, CA 310-***-**** *******@*****.*** LinkedIn Results-driven financial services professional with 20+ years of international and U.S. experience across wealth management, investment advisory, banking, brokerage, retirement planning, and affluent client relationship management. Proven track record of building long-term client relationships, delivering personalized financial strategies, and driving business growth past investments, retirement planning, lending, insurance, and business-owner solutions. Recognized for strong consultative advisory skills, cross-functional partnership, and a client-first approach aligned with Charles Schwab and Fidelity Investments advisory culture. CORE COMPETENCIS

Wealth Management Financial Planning Retirement Planning Investment Advisory Relationship Management Client Acquisition High Net Worth Clients Portfolio Reviews Asset Allocation Insurance & Protection Strategies Business Development Cross-Selling Banking & Lending Referrals Client Retention Financial Education CRM Management Risk Profiling Team Collaboration Branch Partnership Strategy

KEY ACHIEVEMENTS

Achieved over 180% of performance targets within the first 90 days at JPMorgan Chase through proactive client engagement, relationship expansion, and referral generation. Increased client acquisition and relationship growth by approximately 35% through consultative financial reviews, personalized advisory discussions, and cross-functional partnership strategies. Managed and supported financial solutions for over 1,000 clients across banking, investments, retirement planning, lending, and wealth management environments throughout international and U.S. markets.

LICENSES & CERTIFICATIONS

Series 7 Series 63 Series 66

CeFA – London Institute of Banking & Finance

DipPFS – Chartered Insurance Institute

CISI Securities Broker Qualification

EDUCATION

Bachelor of Science (BSc) – Financial Economics / Birkbeck, University of London PROFESSIONAL EXPERIENCE

JPMorgan Chase & Co. — Relationship Banker Nov 2025 – Present Achieved over 180% of performance targets within the first 90 days through proactive client engagement, referral generation, and relationship expansion. Conducted in-depth financial reviews with affluent and mass affluent households to identify opportunities across investments, retirement solutions, lending, and banking products. Increased household relationship growth by approximately 35% through consultative client discussions and personalized financial guidance.

Partnered closely with Financial Advisors, Mortgage Bankers, and Business Relationship Managers to support holistic client financial strategies.

Consistently delivered high-quality client service while maintaining strong compliance and operational standards within a regulated banking environment. Prudential Advisors — Financial Advisor 2025

Delivered customized financial planning and retirement solutions focused on wealth accumulation, insurance protection, and long-term financial security. Built and expanded client relationships through consultative needs analysis and ongoing portfolio discussions.

Assisted clients with retirement income planning, investment allocation strategies, and protection-based financial solutions.

Secure Income Management — Financial Advisor 2024 – 2025 Developed retirement income and wealth preservation strategies for pre-retirement and retirement-focused clients.

Increased client engagement and referral opportunities through trust-based relationship management and educational consultations.

Provided guidance on annuities, retirement income solutions, estate-focused planning, and long-term wealth protection.

Fidelity Investments — Investment Consultant 2024

Advised clients on retirement planning, portfolio diversification, asset allocation, and long-term investment strategies.

Supported branch investment growth initiatives by identifying new advisory and relationship expansion opportunities.

Built strong client trust through education-focused financial consultations and personalized investment guidance.

Assisted clients in aligning investment strategies with retirement goals, risk tolerance, and long-term financial objectives.

New York Life / NYLIFE Securitis — Registered Representative 2023 – 2024 Delivered insurance and financial planning solutions aligned with client retirement, protection, and wealth transfer goals.

Increased client retention and referral opportunities through long-term relationship management and consultative planning.

Conducted detailed financial reviews to identify protection gaps and investment opportunities. Blacktower Financial Management Group — International Financial Advisor Jan 2022 – Sep 2022 Advised international and expatriate clients on wealth planning, retirement strategies, insurance protection, and cross-border financial solutions.

Developed strong client acquisition pipelines across European markets through relationship-driven advisory services.

Delivered high-quality market research and personalized wealth planning recommendations. deVere Group — International Wealth Manager Jul 2021 – Nov 2021 Built a new client portfolio in Portugal focused on pensions, investments, and wealth management solutions.

Achieved top sales performance recognition and received multiple 5-star client reviews through exceptional client service and advisory support.

Expanded client relationships through proactive business development and referral generation strategies.

Taurus Crédito e Investimentos — Director / Financing Manager. Mar 2018 – Jun 2021 Managed financing and investment-related client solutions for individuals, professionals, entrepreneurs, and business owners.

Supported over 1,000 clients across Brazil through consultative lending and financial relationship management.

Increased business growth and client acquisition through strong networking, consultative sales strategies, and referral partnerships.

Trained and mentored new consultants on relationship management and sales development strategies.

Atelier das Noivas — Commercial Director Jan 2012 – Mar 2018 Directed commercial operations, high-value client relationships, vendor partnerships, and revenue growth initiatives.

Increased customer reach significantly across Brazil while helping establish the business as one of the first regional boutiques offering international haute couture collections. Managed consultative luxury sales processes and long-term relationship development with high-end clientele.

HSBC — Financial Advisor London, UK Mar 2005 – Mar 2009 Delivered investment, savings, and relationship-based financial advisory services to retail and affluent banking clients.

Consistently exceeded sales and relationship performance expectations, earning recognition including HSBC “Star of the Month.”

Trained new team members on identifying investment and advisory opportunities through consultative client engagement.

Worked directly with management teams to improve service quality, sales effectiveness, and customer satisfaction metrics.

Charles Street Securities — Stock Broker London, UK 2000 – 2004 Executed equity transactions and supported client portfolios through market insight and relationship-focused brokerage services.

Built strong long-term relationships with clients through responsive communication and consultative trading support.

Provided market updates and investment-related guidance to support portfolio activity and client engagement.

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