RELATIONSHIP MANAGER
About The Position
The Relationship Manager is responsible for satisfying existing client relationships and developing new business. This involves growing and maintaining deep client relationships and high satisfaction through personal interactions, advocating for clients and prospects, and delivering recommendations that encompass multiple products and services as needed. The role also requires working with an internal team to effectively coordinate the delivery of an exceptional client experience, developing new business relationships, managing an existing book of business, and building relationships with internal and external sales referral partners while developing and leveraging a personal network in the local community.
Requirements
- Bachelor's degree in finance or related field.
- Knowledge of investment securities.
- Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
Nice To Haves
- Two to five years of experience in sales preferred.
Responsibilities
- Grow and maintain deep client relationships and high satisfaction through personal interactions.
- Advocate for clients and prospects; deliver recommendations that encompass multiple products and services as needed.
- Work with internal team to effectively coordinate delivery of an exceptional client experience.
- Development of new business relationships and management of an existing book of business.
- Build relationships with internal and external sales referral partners. Develop and leverage a personal network in the local community.
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What This Job Offers
Career Level
Mid Level
Number of Employees
11-50 employees
