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Client Relationship Manager
2 months ago
Key Responsibilities:
- Primary focus on acquiring new clients, cross-selling existing client relationships, and maintaining an active referral network.
- Responsible for retention, management, and servicing of existing client relationships through growing share of wallet, identifying cross-sell opportunities, and increasing Assets Under Management.
- Acting as the first point of contact to identify & handle client (individual/family) banking & financial service needs.
- Work closely with internal partners/banking professionals to deliver the best-in-class products and services to clients in a timely manner.
- Key Performance Indicators:
- Client acquisition and retention rates
- Assets Under Management growth
- Client satisfaction and Net Promoter Score