Relationship Manager
Relationship Manager
Posted on :
23-08-2022
Employer Active
1 Vacancy
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Job Description
- Manage and anticipate client requirements with a focus towards managing the existing base as well as increase cross product holding per client.
- Build, understand and sustain relationships with the clients circle of influence (e.g. a parent, mentor, advisor or other family member)
- Consistent and frequent communication with client providing complete, concise portfolio valuations and guidance
- Serve as a problem-solver for the client, helping them identify Investment criteria, recognize and handle concerns that arise as consultation moves closer to decision
Employment Type
Full Time
Company Industry
Department / Functional Area
Key Skills
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