Client Manager
Core
Managing relationships with Corporate Trust clients to maximize value, ensuring quality service, and mitigating business risks.
Role type
Senior Client Manager (Corporate Trust)
Builds
Corporate Trust client relationships and operational processes
Domain
Banking / Corporate Trust
Deliverable
client delivery
Required skills
relationship management, business development, risk identification, operational process improvement, staff management, revenue goal achievement
Preferred skills
knowledge of corporate trust and investment instruments, account management, trust operations, project management, legal regulations, new business development, complex problem solving
Technologies
N/A
Responsibilities
Develop and maintain relationships with Corporate Trust clients; review and accept new client relationships based on policies; provide quality service aligned with client needs; collaborate with business development staff on new business conversations; identify and mitigate business risks; coordinate operational changes; meet revenue and expense goals; manage, hire, and train staff.
Seniority
Senior, hands-on IC with potential management responsibilities