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Relationship Manager
1 week ago
LMA Recruitment is partnering with a prominent international bank to find an experienced relationship manager. This role offers a unique opportunity to work with a diverse portfolio of clients, helping them achieve their financial goals. The ideal candidate will possess excellent communication skills and be able to build strong relationships with clients.
Responsibilities:
- Manage and grow a portfolio of Premier clients, providing tailored advice on wealth management products.
- Promote digital channels for banking, reducing the need for in-branch visits for simple tasks.
- Collaborate with other team members to offer complete financial solutions to clients.
- Keep clients updated with market news and provide advice on wealth management products based on their needs.
Requirements:
- Minimum 2 years of experience in Wealth Management with a proven track record in managing client portfolios.
- Strong knowledge of financial markets and investment products.
- Excellent communication and relationship-building skills, able to work independently and as part of a team.