Senior Relationship Manager

2 weeks ago


Cincinnati, Ohio, United States Western & Southern Life Full time
Job Title: Senior Relationship Manager

We are seeking a highly skilled Senior Relationship Manager to join our team at Western & Southern Life. As a key member of our business development team, you will be responsible for building and maintaining strong relationships with our institutional clients, identifying new business opportunities, and driving growth through strategic relationship management.

Key Responsibilities:
  • Develop and implement customized relationship management plans to proactively service the individual needs of each client.
  • Strategically expand firm business with existing clients by anticipating needs and introducing additional investment solutions.
  • Manage and grow client relationships through the development of personal trust relationships with key client contacts and business partners.
  • Collaborate with clients and external business partners on pertinent client-specific issues and strategies.
  • Stay current on all aspects of investment products and financial markets to discuss client concerns and provide expert advice.
Requirements:
  • Demonstrated successful experience in institutional relationship management with at least five years of experience working as a relationship manager with institutional clients.
  • Proven client service experience, preferably in institutional asset management or financial services industry, including the leadership and coordination of internal resources to address daily client issues, requests, and questions.
  • Strong analytical skills, including the ability to identify and quantify problems and provide effective resolutions.
  • Ability to exercise excellent judgment with confidential client information.
What We Offer:

We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for building strong relationships, we encourage you to apply for this exciting opportunity.



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