Lead Relationship Manager - Wealth & Investment

About the role

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

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at Cermaticom? Share your experience