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
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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