Job Abstract

The ARM will be responsible for functions that align with the wealth sales process in daily work to create a constructive client experience. This includes:Opportunity Management - Maintains and expands current client relationships through developed client contact activity plans (minimum of two contacts per year/client) - Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. - Engages and/or coordinates advisory team based on client... more details

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