Specialist, Relationship Mgmt
iNautix Technologies
Taipei, Taipei, Taiwan
6天前

Description

  • With guidance, develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention
  • Identifies opportunities for incremental account growth
  • Serves in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives
  • From a global, bank-wide perspective, clients are usually well-established, relatively small, more locally-focused and less complex
  • May assist a more senior Relationship Manager on large or complex accounts to gain breadth / depth of knowledge
  • Is the clients advocate and may serve as the ultimate escalation point for client satisfaction.
  • Consult with clients on their strategic vision and how the firm can help them achieve that vision
  • Promote firm services / product offerings that solve client challenges and achieve account growth
  • Research client issues and bring to resolution
  • May be assigned as owner / expert of a particular process or product
  • Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with firm services / product offerings
  • Continually evaluate client needs and ensure sustained client engagement
  • Develop, track and report on relationship strategy / results for assigned client portfolio
  • Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams
  • Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction
  • Conduct service review meetings and assist in client training, sharing of market information / experience
  • May assist with prospecting new clients in a similar industry or segment of existing clients
  • May work with other Relationship Managers and / or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership
  • Ensures client onboarding and / or risk management activities are conducted and captured (KYC, BAC, etc.)
  • In some regional / local markets may manage relationships with regulators directly
  • Research and analyze the business environment of assigned clients, industry trends and competitor services / offerings
  • In some regions, may have oversight over client services
  • Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio
  • Manages overall relationship profitability of small, non-complex clients
  • Continues to receive advice and coaching from senior team members / management
  • Qualifications

  • Bachelors degree or the equivalent combination of education and experience is required
  • Advanced / graduate degree preferred
  • 3-5 years of total work experience preferred
  • Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management
  • Applicable local / regional licenses or certifications as required by the business
  • As global firm, bi-lingual capabilities are helpful as is an understanding of local / cultural nuances important for client trust.
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