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Client Relationship Associate
2 months ago
Role Overview:
Support the Banker in developing effective sales and marketing initiatives aimed at driving revenue enhancement and attracting new prospective clients, particularly in the realm of Investments.
Key Responsibilities:
1. Collaborate with the Banker on client outreach efforts.
2. Conduct thorough research on potential clients and prospects.
3. Assist in the formulation of strategies to engage and secure new business opportunities.
Qualifications:
Ideal candidates will possess strong analytical skills and a keen interest in financial services.
