Senior Relationship Manager - Wealth & Investment
Core
Acquiring new client relationships and developing existing ones for mutual funds while selling investment products.
Role type
Senior Relationship Manager (Wealth & Investment)
Builds
Client relationships and investment product sales
Domain
Financial services / Mutual funds
Deliverable
client delivery
Required skills
client relationship management, sales of investment products, team management, knowledge of mutual fund products (including bonds), budget and profitability awareness
Preferred skills
relevant financial accreditation
Responsibilities
Acquire new client relationships, develop existing client relationships, sell investment products, manage teams focused on client acquisition and development, provide value-adding recommendations to clients
Seniority
Senior, hands-on IC
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