
Strategic Client Service Manager
1 day ago
Job Overview:
The primary objective of this role is to achieve predefined business targets, encompassing revenue generation and client servicing.
- This includes driving brokerage revenue, cross-selling in-house products, and maintaining relationships with existing clients.
- An additional responsibility is generating interest income through strategic funding mechanisms.
Key Performance Indicators (KPIs):
The following metrics will be used to evaluate the success of this position:
- Brokerage Revenue
- Asset Gathering
- Interest Income
Responsibilities and Deliverables:
- Servicing assigned clients effectively and efficiently
- Activating inactive clients across various segments
- Maintaining a high level of service quality to differentiate this segment
Requirements:
- Proven track record of achieving revenue targets
- Strong understanding of client profiles and portfolio allocation
What We Offer:
This role presents an exciting opportunity for professional growth and development within a dynamic organization.
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