EGP - Relationship Manager
Core
Supporting Financial Advisors to develop and enhance existing client relationships, serving as a key point of contact for non-administrative requests, and assisting with client meetings on investment strategy and account performance.
Role type
Wealth Management Client Associate / Relationship Manager
Builds
Client relationships and service models for individuals, companies, and institutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Account Management, Client Management, Portfolio Management, Relationship Building, Risk Management, Business Acumen, Client Solutions Advisory, Referral Management, Process Simplification, Client Investments Management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Track all client actions/activities to ensure highest level of client service, attend client review meetings to assist with relationship deepening conversations, execute on the team service model by engaging with specialists/partners, manage aspects of the client relationship process including onboarding and resolving escalations, assist in developing and monitoring the team's client book segmentation strategy
Seniority
Individual Contributor, supporting role