Wealth Relationship Manager Job Description Template
Our company is looking for a Wealth Relationship Manager to join our team.
Responsibilities:
- Managing relationship to improve relationship value of existing customers;
- To ensure more wallet share to the customers to avoid devaluation of securities;
- Ensuring products the customers according to their requirements.
Requirements:
- Attitude to service clients by providing them smooth and superior service delivery;
- Ability to analyze data;
- Ability to use tools related to wealth products (such as- funds and investments, insurance and risk protection etc);
- Maintaining external network i.e. to maintain contact with the customers.