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Private Wealth Relationship Builder
2 weeks ago
We are seeking a skilled Junior Relationship Manager to join our Private Wealth department.
This role will involve assisting in the prospecting and building of relationships with new clients, supporting marketing initiatives, and managing client portfolios.
The successful candidate will have excellent communication, interpersonal, and analytical skills, as well as technical knowledge of financial products and proficiency in CRM systems and Microsoft Office.
We value integrity, efficiency, service, and excellence in our work.