Relationship Manager Wealth Management
Job Description
Your role Are you a people person? Do you know how to give superior investment advice that grows client wealth? We're looking for a Relationship Manager to: develop and maintain trustworthy client partnerships with the main focus on strategic advice grow topline through focus on GFIW clients, proper client segmentation, and OneBank delivery create and implement a strategic, quantitative prospect development plan with measurable actions; monitor and re-assess regularly provide extensive knowledge of target market and identify new prospects by developing a strong network with opinion leaders and door openers develop a mutual understanding with the client and establish trustworthy client partnerships with main focus on strategic advice, expanding share of wallet with existing clients and winning back former clients work closely with other team members, regularly sharing information on clients and client activities and sharing best practices arrange senior management coverage of client...