Posted By
Posted in
Sales & Marketing
Job Code
1411887
Job Summary:
We are seeking a dynamic and experienced Relationship Manager. The ideal candidate will have a deep understanding of financial products and services, excellent interpersonal skills, and a proven track record of building and maintaining client relationships. This role is critical in helping our clients achieve their financial goals and ensuring long-term satisfaction.
Key Responsibilities:
- Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored advice.
- Proactively identify and pursue new business opportunities, expanding the client base through networking, referrals, and strategic partnerships.
- Conduct comprehensive financial reviews and present customized solutions that include investment strategies, retirement planning, tax strategies, and estate planning.
- Monitor and manage client portfolios, providing regular updates and adjusting strategies as needed to align with market changes and client objectives.
- Collaborate with internal teams, including financial advisors, analysts, and product specialists, to deliver a cohesive and integrated wealth management experience.
- Ensure compliance with all regulatory requirements and company policies, maintaining the highest standards of integrity and professionalism.
- Stay informed about industry trends, market conditions, and new products or services that could benefit clients.
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field. Advanced degree or professional certifications (e.g., CFP, CFA) preferred.
- Experience in wealth management, financial advisory, or a similar role.
- Demonstrated success in managing high-net-worth client relationships and achieving business growth.
- Strong knowledge of investment products, financial planning, and wealth management strategies.
- Excellent communication, presentation, and interpersonal skills.
- Ability to analyze complex financial data and develop effective strategies.
- High level of integrity, professionalism, and commitment to client service.
- Proficiency in financial software and CRM systems.
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Posted By
Posted in
Sales & Marketing
Job Code
1411887
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