
Unit Manager
7 days ago
Location: Central
Job Scope: Client Services / Wealth Management
Type: Full-time
Position Overview:We are looking for a skilled and service-oriented Client Relationship Manager to join our team. In this role, you will be responsible for building, maintaining, and strengthening long-term relationships with clients, providing strategic financial guidance, and delivering a superior client experience.
This is a key client-facing role requiring strong interpersonal, planning, and problem-solving skills, with a focus on helping individuals and families achieve their financial goals.
Key Responsibilities:- Serve as the primary relationship contact for a portfolio of clients, ensuring a consistent and personalized service experience.
- Understand each client's financial situation, goals, and priorities to deliver tailored recommendations and solutions.
- Lead regular check-ins and planning meetings to update clients on performance, strategy, and potential adjustments.
- Coordinate with internal specialists and external partners (e.g., tax, legal, insurance) to support comprehensive planning.
- Oversee client onboarding, account maintenance, and service requests with accuracy and attention to detail.
- Monitor client portfolios and collaborate with investment or planning teams to ensure alignment with client objectives.
- Identify opportunities to enhance client engagement and introduce relevant services or strategies.
- Ensure documentation and records meet compliance and operational standards.
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