What are the responsibilities and job description for the Relationship Manager position at Madison-Davis, LLC?
Job Title: Senior Relationship Manager
The ideal candidate will be responsible for building and maintaining strong relationships with clients, understanding their needs, and providing expert advice to drive business results.
Key Responsibilities:
- Earn client trust by thoroughly understanding their needs and delivering exceptional service.
- Generate business results through new client acquisition and growth initiatives.
- Advise clients on overall balance sheet management, including asset allocation, investment management, and wealth planning.
- Partner with internal specialists to provide comprehensive solutions to clients.
- Connect clients across all lines of business to ensure seamless experiences.
- Develop and implement holistic goals-based planning approaches to meet clients' short-term, medium-term, and long-term objectives.
- Maintain strict adherence to risk and control policies, regulatory guidelines, and security measures.
- Perform other duties as assigned by management.
