Client Relationship Manager
Core
Manage and expand relationships with retail intermediaries (financial advisers, private banks, dealer groups) to drive product adoption and sales.
Role type
Senior Client Relationship Manager (Retail Sales)
Builds
Retail sales pipeline and adviser engagement strategies
Domain
Asset Management / Wealth Management
Deliverable
client delivery
Required skills
Strategic relationship management, investment knowledge (managed funds, SMAs, model portfolios), CRM proficiency, stakeholder influence, data analysis
Preferred skills
Private markets experience, platform architecture knowledge
Technologies
CRM systems
Responsibilities
Deepen financial advisor relationships with Sales Directors, manage accounts for dealer groups and platforms, develop engagement plans to increase product adoption, collaborate with cross-functional teams, lead CRM initiatives for retail sales
Seniority
Mid-Senior Level