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Business Partnership Specialist
2 weeks ago
The Role: Business Partnership Specialist
We are seeking a highly skilled Business Partnership Specialist to build and maintain strong relationships with high-net-worth clients. As a trusted advisor, you will act as the first touchpoint for these clients, providing them with an exceptional experience.
Responsibilities:
- Develop and nurture relationships with high-net-worth customers by understanding their financial situation, goals, and needs;
- Act as the primary point of contact for segmented clients, ensuring timely responses to their queries and seamless communication;
- Support ongoing client lifecycle management through regular upkeep of client information and purpose-led interactions;
- Provide accurate and complete information to clients, ensuring efficient management of client interactions;
- Proactively engage with customers on a regular basis to maintain effective relationships and identify portfolio growth opportunities;
- Collaborate with the marketing team to communicate with customers via email, phone, webinars, and podcasts;
- Write market commentaries as needed to provide insights and updates;
- Meet annually with customers face-to-face and conduct monthly telephone discussions to review progress;
- Assist with side projects to support the team and other departments.
- Minimum 2+ years of relationship management experience in the financial services sector;
- Experience in sales environments working diversified solutions;
- Exceptional customer service and communication skills, both written and verbal;
- Proven track record of achieving weekly or monthly targets and key performance indicators (KPIs).
