
Senior Client Relationship Specialist
2 days ago
Job Opportunity
We are seeking a seasoned professional to assume the role of Relationship Manager (Vice President). In this capacity, you will be responsible for developing and maintaining key client relationships with the goal of enhancing and acquiring new assets under management.
About the Role:
- To develop and manage client relationships in order to enhance and acquire more assets under management.
- Align assets under management as per client's financial strategy to reduce risk, cost, and tax, and enhance desired returns and volatility of the portfolio.
- Review/service portfolio to create a 'wow' experience for clients.
- Onboard new relationships – client acquisition.
- Conduct marketing activities to increase the number of clients managed.
- Learn new skills and knowledge to service clients better.
- Maintain full ethics in providing services and analysis.
- Work closely with product teams for delivering specialized advice.
Requirements:
- A strong track record of success in client relationship management.
- Excellent communication and interpersonal skills.
- Ability to analyze complex financial data and provide tailored solutions.
- Strong understanding of market trends and regulatory requirements.
What We Offer:
- A competitive compensation package.
- Ongoing training and development opportunities.
- A collaborative and dynamic work environment.
- The opportunity to work with a reputable organization in the industry.
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