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Client Relationship Manager/Branch Manager
2 months ago
We are seeking a highly skilled and experienced professional to join our team as an Assistant Branch Manager/Financial Services Leader. As a key member of our leadership team, you will be responsible for leading and coaching a team of financial advisors to deliver exceptional client experiences and drive business growth.
Key Responsibilities- Leadership and Coaching
- Lead and coach a team of financial advisors to achieve sales and service targets
- Develop and implement strategies to improve team performance and client satisfaction
- Client Relationship Management
- Build and maintain strong relationships with clients to understand their financial needs and provide tailored advice and solutions
- Collaborate with cross-functional teams to deliver comprehensive financial solutions to clients
- Business Development
- Identify and pursue new business opportunities to drive growth and revenue
- Develop and implement strategies to increase market share and expand our client base
- Operational Excellence
- Ensure the efficient and effective operation of the branch, including management of budgets and resources
- Develop and implement processes to improve productivity and reduce costs
- Experience
- Minimum of 2-3 years' experience in a leadership or management role within the financial services industry
- Proven track record of success in sales and client relationship management
- Skills and Qualifications
- Strong leadership and coaching skills, with the ability to motivate and develop a team
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
- Strong business acumen, with the ability to analyze data and make informed decisions
- Relevant certifications or designations, such as CFP or CIM
- Competitive Compensation and Benefits
- Competitive salary and bonus structure
- Comprehensive benefits package, including health, dental, and vision coverage
- Opportunities for Growth and Development
- Opportunities for professional growth and development, including training and mentorship programs
- Competitive salary and bonus structure
- Culture and Values
- Collaborative and inclusive work environment
- Strong commitment to diversity, equity, and inclusion