Relationship Manager in Wealth Management handling portfolios of high - net - worth clients at Deutsche Bank. Focus on client acquisition and retention with comprehensive financial services expertise.
About the role
- Account Manager II servicing client accounts and developing relationships with carriers at NFP. Managing marketing processes, client communications, and presentation materials.
Responsibilities
- Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
- Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
- First draft of renewal presentation.
- Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive.
- Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive.
- Creates and maintains client files in accordance with office procedures.
Requirements
- Associates degree (or equivalent), and BA/BS preferred
- More than 3 years’ client service and/or industry and product line experience.
- P&C Insurance License required.
- Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook.
- Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Job title
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