Junior Relationship Manager

Role Summary

The Junior Relationship Manager is responsible for supporting client acquisition, relationship management, and portfolio growth initiatives for assigned accounts. The role ensures high-quality client engagement, timely servicing, and effective coordination with internal teams to deliver investment solutions aligned with client needs and business objectives.

Business Outcomes

• Strengthen Client Relationships: Build and maintain strong client relationships through proactive engagement, timely servicing, and consistent support that enhances client satisfaction and retention.
• Support Business Growth: Contribute to AUM and revenue growth by identifying client opportunities, supporting sales initiatives, and assisting in the execution of investment and wealth solutions.
• Ensure Efficient Client Support & Coordination: Deliver seamless account management by coordinating with internal teams for accou...