What are the responsibilities and job description for the Investment Relationship Manager position at Country Club Bank?
About the Role
We are seeking an experienced professional to join our team as a Financial Services Specialist. This position involves developing and maintaining relationships with existing and potential clients, with a focus on the sale of fixed income products.
Main Responsibilities
- Build and maintain relationships with key clients to identify new business opportunities and grow existing relationships.
- Develop and implement effective strategies to promote fixed income products to clients.
- Provide exceptional customer service to ensure client satisfaction and loyalty.
- Collaborate with internal teams to deliver high-quality solutions to clients.
- Stay up-to-date with market trends and competitor activity to ensure the bank remains competitive.
- Travel regularly to visit clients and attend industry events.
