Virtual Relationship Manager

As a Virtual Relationship Manager, you will play a crucial role in driving the success of our business. Your primary focus will be on upselling and cross-selling to existing clients, as well as acquiring new clients through provided leads. You will manage both the sales and service aspects, ensuring strong client engagement and satisfaction. Your efforts will contribute to the growth of our AUM and increase client transaction counts.

• Seniority: Senior Level
• Languages: English