
Senior Financial Services Professional
1 week ago
Summary:
This is a challenging client-facing role for a highly motivated and experienced relationship manager to manage high net worth clients, acquire new business, and deliver exceptional customer service.
Responsibilities:
- Manage high net worth client relationships with the goal of growing their assets under management.
- Acquire new business through networking, referrals, and other channels.
- Deliver exceptional customer service to existing clients, resulting in high client retention rates.
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Senior Financial Professional
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Senior Financial Services Project Manager
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