**Relationship Development Professional**

4 weeks ago

Toronto, Ontario, Canada Richter Full time

Job Title: Client Relationship Manager

Job Summary: As a Client Relationship Manager at Richter Toronto Office, you will be responsible for maintaining and growing existing client portfolios through exceptional client-management skills and financial acumen. You will develop individualized investment strategies for each client, leveraging your expertise to drive business growth and build strong relationships.

Key Responsibilities:

  1. Client Portfolio Management: Maintain and grow existing client portfolios through proactive relationship-building and financial planning.
  2. Investment Strategy Development: Develop individualized investment strategies for each client, leveraging your expertise to drive business growth and build strong relationships.
  3. Client Communication: Effectively communicate with clients to understand their needs, provide tailored solutions, and build trust.
  4. Financial Acumen: Possess strong financial acumen, including knowledge of investment products, market trends, and regulatory requirements.

Requirements:

  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients.
  • Financial Acumen: Strong understanding of financial markets, investment products, and regulatory requirements.
  • Problem-Solving Skills: Ability to analyze complex financial data, identify opportunities, and develop tailored solutions.
  • Collaboration: Strong collaboration skills, with the ability to work effectively with cross-functional teams to drive business growth.

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