
Client Relationship Strategist
3 days ago
Relationship Manager
About the Role:This is a dynamic and challenging opportunity to develop and manage client relationships, driving business growth and customer satisfaction.
Key Responsibilities:- Develop and maintain strong relationships with high-net-worth individuals and ultra-high-net-worth individuals.
- Align clients' financial strategies to minimize risk, reduce costs, and optimize returns.
- Review and service client portfolios to deliver exceptional results.
- Acquire new clients through proactive marketing and relationship-building initiatives.
- Conduct market research and stay up-to-date with industry trends to enhance services.
- Collaborate with product teams to provide specialized advice and drive business outcomes.
- Proven experience in client relationship management and portfolio servicing.
- Strong understanding of wealth creation, risk management, tax planning, and estate planning.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
A competitive compensation package, opportunities for professional growth and development, and a collaborative work environment that values innovation and excellence.
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