Client Relationship Manager

Key Responsibilities :

Client Engagement :

• Develop and maintain long-term relationships with clients.
• Arrange regular meetings with clients to review their financial plans and goals.
• Address client inquiries and resolve issues promptly.
• Maintain consistent and ongoing client communication.

Financial Planning Support :

Client Onboarding :

Manage the onboarding process for new clients, ensuring a smooth transition.

Client Retention :

Monitor client satisfaction and proactively address any concerns.

Compliance and Documentation :

Ensure all client interactions and transactions comply with regulatory requirements.

Systems

Maintenance and uploading of client records and profiles on a continuous basis.

Additional Responsibilities :

Skills and Qualifications :