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Senior Relationship Manager - Wealth & Investment

Posted September 08, 2026
Full-time Mid-Senior Level

Job Overview

  • Acquisition of new client relationships and development of existing client relationships for mutual fund 
  • Selling a range of investment products to existing and potential clients.
  • Achieving high levels of service standards and maximizing client satisfaction.
  • Demonstrate awareness of budgets and accounts and profitability
  • Managing teams that will help in acquiring and development of client relationships both new and existing
  • Provide value adding recommendation for the clients.

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