Relationship Manager
Core
Drive relationship excellence and new business development for existing clients in the Investor Services industry, focusing on increasing product penetration and profitability.
Role type
Mid-level Relationship Manager (Sales & Client Service)
Builds
Integrated financial solutions and revenue growth for sophisticated clients
Domain
Global Financial Services / Investor Services / Custody
Deliverable
client delivery
Required skills
Global custody product knowledge, cross-selling coordination, strategic client planning, industry trend analysis, deal oversight, business acumen
Preferred skills
MBA, knowledge of foreign markets, presentation skills
Technologies
N/A
Responsibilities
Ensure relationship excellence and client satisfaction; grow revenue and identify new revenue streams; develop and monitor detailed relationship/sales plans; coordinate cross-selling activities with product specialists and operations; present BBH practices and data to clients; track client business strategies and market changes
Seniority
Mid-level, hands-on IC