
Strategic Client Manager
3 days ago
Job Description
- We are seeking a highly skilled and experienced professional to manage the banking and investments relationships of high net worth individuals and ultra high net worth individuals.
- The successful candidate will be responsible for developing, managing, and expanding customer relationships by providing exceptional service that exceeds client expectations.
- This role requires a proactive approach to identify current and potential relationships with additional revenue potential and grow business through sales targets across various products.
Key Skills and Qualifications
- Proven track record in relationship management and sales
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
Benefits
- Competitive salary and bonus structure
- Ongoing training and development opportunities
- Flexible working hours and remote work options
Other Information
- Financial planning and investment advisory services will be provided to clients through careful analysis and identification of customer needs.
- The role involves driving revenue growth through fee income generation from products like mutual funds, investments, and insurance.
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