Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
On behalf of the client, the Relationship Manager coordinates the efforts between the Managing Director (MD) and all service areas throughout the firm, reviews client reports and analysis and assists in all planning and implementation for the client.
Duties and Responsibilities:
Client Service
Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development
Qualifications:
Working Conditions:
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