Lead Relationship Manager - Wealth & Investment
Core
Acquiring new client relationships and developing existing ones by selling investment products and providing value-adding recommendations.
Role type
Lead Relationship Manager (Wealth & Investment)
Builds
Client relationships and investment product sales
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
client relationship management, investment product sales, team management, budget and account management, mutual fund product knowledge
Preferred skills
accreditation in financial products
Technologies
mutual fund products (bonds)
Responsibilities
Acquire new client relationships, develop existing client relationships, sell investment products, manage teams for client acquisition and development, achieve service standards, maximize client satisfaction, manage budgets and accounts for profitability, provide value-adding recommendations
Seniority
Senior, hands-on IC