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Relationship Manager, Wealth Management
Responsibilities Champion the one-stop personal banking services at branches Explore and develop long-term banking relationships with customers Identify existing and prospective customers' needs of financial services, including both products & services Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products Influence and facilitate working-partners to refer and cross-offer potential business opportunities for sustainable business growth Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key
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