
Senior Relationship Manager
Há 6 dias
About the Role:
As a Senior Relationship Manager, you will be responsible for providing exceptional client service and building strong relationships with high net worth individuals. You will work closely with clients to understand their financial needs and provide tailored solutions to meet their goals.
Main Responsibilities:
• Provide expert advice on investment products and services
• Build and maintain strong relationships with clients through regular communication and meetings
• Work closely with colleagues across different teams to deliver excellent client service
• Stay up-to-date with market trends and regulatory requirements to provide informed advice to clients
Requirements:
• 6-10 years of experience in private banking or a related field
• Proven track record of relationship selling and account management
• Excellent communication and interpersonal skills
• Ability to work under pressure and meet deadlines
• CFP certification is mandatory
What We Offer:
• Competitive salary and bonus structure
• Comprehensive benefits package including health insurance and retirement plan
• Opportunities for career growth and professional development
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