Senior Relationship Manager
On-siteMakati, Cagayan Valley, Republic of the Philippines
Job Summary
Compile and submit client applications for residence or citizenship programs while managing key relationships through regular contact and visits. Serve as the primary client contact to advocate for day-to-day activities, execute scheduled status calls and application reviews, and escalate issues or requests as needed. Establish customer satisfaction through account planning, proactive communications, and issue remediation, while leveraging internal resources to assist clients with application requirements. Identify cross-selling opportunities and mentor junior team members. This role requires a client-facing professional with at least four years of experience in account management, proficiency in Microsoft Office and CRM, and knowledge of the investment immigration industry.
Required Qualifications
- Minimum 4 years' of experience in account management within investments, insurance, private bank, wealth management or similar
- Previous experience in a client facing role
- Proven track record of successfully building and nurturing multi-level client relationships
- Proficient in Microsoft Word, Excel, PowerPoint and CRM
- Undergraduate degree in business, economics, marketing or other related disciplines
- Full proficiency in english
Desired Qualifications
- Knowledge and experience in the immigration by investment industry
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