Lead Relationship Manager - Wealth & Investment
- Acquisition of new client relationships and development of existing client relationships
- Selling a range of investment products to existing and potential clients.
- Achieving high levels of service standards and maximizing client satisfaction.
- Demonstrate awareness of budgets and accounts and profitability
- Managing teams that will help in acquiring and development of client relationships both new and existing
- Provide value adding recommendation for the clients.
- Has worked in a client facing role within client relationship environment for at least 7 years
- Has the relevant accreditation
- Is conversant with the full range of mutual fund products, including bonds