Relationship Manager, Global Equity - VP

Role responsibilities

The Relationship Manager will oversee, service, cultivate, and grow existing corporate client relationships, acting as the main point of contact. Responsibilities include conducting needs analysis, delivering business reviews, and fostering client loyalty through proactive initiatives.

Requirements

Candidates should have a university degree or college diploma in Business or Economics and a minimum of 3 years in an Account Management or Client Services role. Experience in the equity or share plan industry is preferred, along with required licenses such as SIE, FINRA 7 & 63.

Key skills

Account Management, Client Services, Sales, Communication, Analytical Skills, Problem Solving, Technical Concepts, Relationship Building, Needs Analysis, Training, Client Retention, Contract Interpretation, Business Reviews, Product Functionality, Cross-Selling, Customer Satisfaction

Keywords

Investment Banking, Securities, Wealth Management, Corporate Solutions, Digital Solutions, Client Management, Equity, Share Plans, Retirement Plans, Business Analytics, Client Meetings, Training Sessions, Product Functionality, Client Satisfaction, Market Teams, Financial Services