The documented outline for the role focuses on building and maintaining strong connections with clients, typically in the financial services sector. It encompasses duties such as identifying client financial needs, offering tailored solutions, and providing exceptional customer service. A typical example would involve detailing the specific responsibilities expected of an individual who manages a portfolio of high-net-worth clients at a private bank.
A clearly defined set of responsibilities is critical for both the employer and the employee. For the financial institution, it ensures consistency in service delivery and compliance with regulations. For the individual in the role, it provides clarity regarding expectations, allowing for effective performance and professional growth. Historically, this function has evolved from a purely transactional approach to a more consultative and client-centric model.
