Relationship Manager - Private Client Group
Current- Leads or supports relationship management activities with new and existing clients to generate new revenue through the acquisition of new clients, and the expansion and retention of existing client relationships..
- Develops and executes strategies to acquire, expand and retain client relationships to generate revenue and deepen share of wallet. Manages risk and maximizes profitability for entire portfolios of clients. Leverages.
- Coordinates with the team to deliver an exceptional client experience with a focus on consistently providing actionable insight based on deep discovery with each client. Executes a defined contact strategy and delivers.
- Develops and maintains internal and/or external partnerships to drive new revenue, acquisition and growth. Maintains view of competitive landscape. Meets with and educates partners to position the value of AMG.
- Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs.
- Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.