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)
Where Talent Meets Opportunity
Working at United Capital means approaching opportunities with innovation, commitment, and passion. Dedicated to a collaborative and evolving environment, you will be part of the firm's daily success. We believe in a positive and engaging culture meant to bring our colleagues together in the spirit of inclusiveness.
ABOUT THE JOB
Under the general supervision of the Managing Director (MD) or Wealth Advisor (WA), the Relationship Manager (RM) is responsible for managing and monitoring client relationships. The RM focuses on client satisfaction with specific attention in client interaction, client development, operations, and account maintenance.
WORK YOU’LL DO:
WHAT YOU’LL NEED TO BE SUCCESSFUL:
MINIMUM QUALIFICATIONS:
EDUCATION AND EXPERIENCE:
REQUIRED KNOWLEDGE OF:
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