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Relationship Manager

An international firm is seeking to employ a Relationship Manager who will be reporting to Director. The successful candidate will be primarily responsible for activities required in terms of the compilation and submission of client applications for the relevant residence or citizenship program.

  • Build rapport with clients and their advisors
  • Manage key client relationships through regular contact
  • Serve as the primary client contact and advocate for day-to-day activities necessary for the client application
  • Build and execute a client-centric relationship framework inclusive of regularly scheduled status calls & application reviews
  • Establish and maintain customer satisfaction through account planning, proactive client communications and issue remediation
  • Continuously identify and exploit cross-selling opportunities that embed the firm and its offerings with client needs
  • 2-3 years experience of account management within investments, insurance, private bank or wealth management
  • In depth knowledge of residency and citizenship program
  • Proven track record of successfully building client relationships
  • Superior written and verbal communication skills
  • Ability to work both independently and within a team environment
  • Proficient in Microsoft Word, Excel, PowerPoint and CRM