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Strategic Client Relationship Manager
2 weeks ago
A seasoned Relationship Manager is required to spearhead our client relationships and deliver bespoke wealth management solutions.
The ideal candidate will have a proven track record of building strong connections with high net worth clients, understanding their financial goals, and providing expert advice to help them achieve their objectives.
- BUILD STRONG RELATIONSHIPS WITH HIGH NET WORTH CLIENTS.
- DEVELOP A DEEP UNDERSTANDING OF CLIENT FINANCIAL GOALS AND PROVIDE PERSONALIZED SOLUTIONS.
- DELIVER EXCELLENT CUSTOMER SERVICE AND BANKING EXPERIENCE.
- REGULARLY PROVIDE CLIENTS WITH INSIGHTFUL ANALYSIS ON MARKET MOVEMENTS AND TREND TRENDS.
- P presente opportunites that align with client interests.
Requirements:
- Minimum 3 years of sales experience in the wealth management industry.
- Proven analytical and logical thinking skills.
