Senior Relationship Manager
2 weeks ago
We are seeking a highly skilled and experienced Senior Relationship Manager to join our team at Waytogo Consultants. As a key member of our organization, you will be responsible for developing and expanding existing relationships with high net worth individuals.
Main Responsibilities- Sourcing new bank customers through external individual efforts and acquisition channels.
- Ensuring high levels of customer service orientation and application of bank policy.
- Cross-selling bank products to existing customers.
- Informing customers of new products or product enhancements to further expand the banking relationship.
- Planning and conducting special sales initiatives and events for prospective and existing clients.
- Coordinating with other group companies to provide seamless access to other products.
- Maintaining complete relationship records for assigned customer accounts.
To succeed in this role, you will need:
- A proven track record of success in relationship management, particularly with high net worth individuals.
- Excellent communication and interpersonal skills.
- The ability to work independently and as part of a team.
- Familiarity with financial industry standards and regulations.
This is an excellent opportunity for a motivated and experienced professional to take their career to the next level. We offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience, as well as a comprehensive benefits package that includes health insurance, retirement plan, and paid time off.
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Senior Financial Relationship Manager
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