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The Resume Review - Recruiting Department
Jun 23, 2022
Full time
Sr Relationship Manager II - Client Relationship Manager/Client Service Representative
$100,000 - $130,000 yearly
The Resume Review - Recruiting Department Charlotte, NC, USA
Job description Enterprise Role Overview: Working independently, maintains and enhances relationships with existing institutional clients. Promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with sales, portfolio managers, product specialists and/or client service staff to coordinate all sales and support activities for assigned accounts. Covers medium-sized and/or less complex institutional accounts. Has a thorough understanding of the assigned accounts' requirements. Provides guidance to more junior staff , but has no formal supervisory responsibility. Has five or more years of portfolio management, sales, marketing, or relationship management experience. Often has a CFA. Possesses a strong knowledge of the firm's products and services. Based on performance and experience, does not have the prominence of a Senior Level I.   LOB...
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