Manager of Affluent Client Services
1 month ago
Manager of Affluent Client Services
Become a vital part of our innovative team dedicated to enhancing our high net-worth clientele's experience on a global scale. We are looking for passionate professionals to join our B2B Client Development initiatives, delivering a comprehensive Wealth Management service to our esteemed clients.
Key Responsibilities:
- Attract and onboard affluent clients for both local and international markets.
- Work in tandem with our global network and partners to cultivate leads and identify potential referrals.
- Maintain and strengthen relationships with existing clients through proactive engagement.
- Assist in addressing new business needs and contribute to the formulation of effective sales and marketing strategies.
- Devise innovative sales tactics to draw in new corporate clients.
- Oversee team objectives and provide guidance to relationship managers.
- Ensure precise revenue tracking and generate relevant reports for the team.
- Collaborate with various stakeholders to achieve departmental and organizational objectives.
Qualifications:
- Exceptional interpersonal and communication abilities.
- A degree in a pertinent field with a minimum of 3 years of relevant experience.
- Preferred certifications in CMFAS modules M5, 6, 6A, M8, and M8A.
- A personable demeanor with strong leadership and people management capabilities.
- Results-driven with a commitment to service excellence.
- Flexibility to travel regionally as required.
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