Relationship Manager
Core
Managing relationships with existing clients to increase penetration, satisfaction, and profitability while driving new business development.
Role type
Senior Relationship Manager (Investor Services)
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, strategic client relationship management, revenue generation, cross-selling coordination, business strategy analysis, industry research presentation
Preferred skills
MBA, knowledge of foreign markets, advanced presentation skills
Technologies
N/A
Responsibilities
Ensure relationship excellence and client satisfaction for assigned accounts; Grow revenue and identify new revenue streams through cross-selling; Develop and monitor detailed relationship/sales plans; Coordinate innovative solutions with product specialists and operations; Act as client advocate at a strategic level.
Seniority
Senior, hands-on IC