Relationship Manager
Core
Support Financial Advisors to develop and enhance client relationships, serve as a key point of contact for non-administrative requests, and assist with client meetings regarding investment strategy and account performance.
Role type
Client Associate / Relationship Manager
Builds
Client service model and client book segmentation strategy
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Account Management, Client Solutions Advisory, Portfolio Management, Referral Identification, Relationship Building, Client Investments Management
Preferred skills
Business Acumen, Process Simplification, Customer Service Management
Responsibilities
Track client actions and activities to ensure high-level service, attend client review meetings to assist with relationship deepening, execute the team service model by engaging specialists, manage client onboarding and resolve escalations, assist in developing and monitoring client book segmentation strategy.
Seniority
Individual Contributor