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Strategic Client Partnership Specialist
2 weeks ago
KIB is a leading provider of financial services, dedicated to delivering exceptional banking experiences to its clients. Our team is passionate about building strong relationships with our customers and helping them achieve their financial goals.
Job Description:
As a Strategic Client Partnership Specialist at KIB, you will play a critical role in developing and maintaining relationships with prime High Net Worth (HNW) individual customers. Your focus will be on understanding the complex financial planning and wealth management needs of these clients, ensuring that we offer tailored solutions to meet their objectives. You will work closely with cross-functional teams to promote KIB's products and services, driving profitable relationships and contributing to the division's success.
Key Responsibilities:
- Promote KIB's products and services to HNW customers, delivering personalized banking experiences and growing profitable relationships.
- Conduct ongoing research studies on competitor behavior and market conditions to stay ahead in the industry.
- Schedule personal visits to prime customers to cross-sell KIB products/services, enhancing relationships and driving growth.
- Research and analyze customer needs, reporting to senior management for any changes that need to take place.
- Follow up on the execution of customer requests, ensuring seamless delivery of service.
Requirements:
To succeed in this role, you will require excellent communication and interpersonal skills, with the ability to build credibility and trust with high-profile clients. You must also possess a deep understanding of financial planning and wealth management concepts, as well as analytical skills to identify opportunities for growth. Strong relationship-building skills, independence, and the ability to make sound judgments are essential for this position.
What We Offer:
As a valued member of the KIB team, you can expect a comprehensive benefits package, including competitive compensation, professional development opportunities, and a dynamic work environment.
