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Arch Insurance Group Inc.
New York City, New York
Arch Insurance Group Inc.
Los Angeles, California
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Relationship Manager (Premier - Priority Banking)
The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services. Role & Responsibilities Relationship building with high net worth (HNW) clients Understand the financial goals of HNW clients and offer wealth management solution such as insurance, leverage products, structured products and investment products to help them protect & grow their wealth Provide excellent customer service and banking experience Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers Engage in networking and marketing campaigns to increase
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