**Responsibilities**:
- Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations;
- Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues;
- Introduces solutions to clients in building and strengthening an effective portfolio;
- Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met;
- Identifies cross-sell opportunities to deepen and increase share of wallet;
- Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
- Supports the Senior Relationship Managers in structuring deals that balance risk and reward;
- Maximizes client experience by proactive sharing markets updates, trend and intelligence;
- Assists Senior Re...