What are the responsibilities and job description for the Relationship Manager position at Modern Wealth Management?
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.
Responsibilities
- Dialogue with our clients to understand their business objectives and challenges
- Analyze clients' data and provide strategic recommendations to clients
- Present value-proposition to sales leads and current customers
- Prospect for new sales leads and close sales
Qualifications
- 2-6 years' of client relationship experience
- Ability to manage multiple projects and clients
- Strong communication and interpersonal skills
