Relationship Manager

• Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met.

• Provide full range of wealth management services to a designated portfolio of High-Net-Worth customer.
• Solicit new businesses and cultivate long-term relationship with customers for further business opportunities ​• Providing quality services and financial solutions to customers and satisfy their changing financial needs