Private Banking and Wealth Management: Role of the Relationship Manager
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Private Banking and Wealth Management: Role of the Relationship Manager

Intuition Publishing Pty Ltd
Updated Sep 24, 2020

The relationship manager (RM) is the key point of contact between the client and the wealth management firm. RMs must be able to identify, understand, and satisfy client needs and demands. We discuss the role of the relationship manager in the private wealth management industry, focusing in particular on the key functions of the RM and the qualities of a good RM.

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