Ascent Managing Director Client Advisor
Core
Generalist relationship manager and primary point of contact for moderately to highly complex client relationships, driving sales opportunities and expanding presence in the ultra high net worth market.
Role type
Managing Director Client Advisor
Builds
Full complement of services for a group of clients
Domain
Banking / Ultra High Net Worth
Deliverable
client delivery
Required skills
Sales development, relationship management, strategic management, analytical decision-making, problem-solving, tact, diplomacy
Preferred skills
Leadership abilities, industry knowledge, verbal and written communication, analytical skills
Technologies
N/A
Responsibilities
Serve as generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships; Drive and coordinate the activity of the Ascent team providing a full complement of services to the client group; Identify, develop and close sales opportunities from both new outside clients and existing clients; Expand Ascent's presence in the ultra high net worth market including representation of the business segment in the region at community events.
Seniority
Senior, hands-on IC with leadership responsibilities