Comerica Bank

Relationship Manager - Equity Funds Services

Comerica Bank

Dallas, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Comerica Bank, a leading financial institution with a strong commitment to providing exceptional services to our clients. We are currently seeking a Relationship Manager for our Equity Funds Services division. As a Relationship Manager, you will play a crucial role in managing and building relationships with our equity fund clients, ensuring their financial needs are met and exceeded. We are looking for a highly motivated and experienced individual with a strong understanding of the equity fund industry. If you are passionate about providing top-notch customer service and have a proven track record in managing and growing client relationships, we encourage you to apply. Join our team and be a part of a dynamic and rewarding work environment at Comerica Bank.

  1. Develop and maintain strong relationships with equity fund clients.
  2. Serve as the main point of contact for all client inquiries and needs.
  3. Understand and stay up-to-date on industry trends, regulations, and best practices.
  4. Identify and pursue opportunities to grow and expand client relationships.
  5. Provide exceptional customer service by anticipating and addressing client needs.
  6. Collaborate with internal teams to ensure timely and accurate delivery of services to clients.
  7. Conduct regular account reviews to assess client satisfaction and identify areas for improvement.
  8. Act as a trusted advisor for clients, offering financial advice and guidance when needed.
  9. Actively participate in business development efforts to acquire new equity fund clients.
  10. Ensure compliance with all regulatory requirements and internal policies and procedures.
  11. Maintain accurate and up-to-date client records and documentation.
  12. Monitor market trends and proactively communicate relevant information to clients.
  13. Manage and resolve any client issues or concerns in a timely and professional manner.
  14. Assist in the development and implementation of new strategies and initiatives for the Equity Funds Services division.
  15. Stay knowledgeable about the bank's products and services to effectively cross-sell and upsell to clients.
Where is this job?
This job is located at Dallas, TX, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or Related Field.

  • Minimum 3-5 Years Of Experience In Equity Fund Services Or Related Area.

  • Strong Understanding Of Financial Markets, Investment Products, And Regulatory Requirements.

  • Excellent Communication And Relationship Building Skills To Effectively Manage Client Relationships.

  • Proven Track Record Of Meeting Sales Targets And Driving Revenue Growth.

Required Skills
  • Communication Skills

  • Financial Planning

  • Market Research

  • customer service

  • Relationship Building

  • Risk assessment

  • Portfolio analysis

  • Asset allocation

  • Client management

  • performance tracking

  • Investment Strategies

  • Investment Advising

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Relationship Manager - Equity Funds Services in Dallas, TX, USA is $80,000 to $120,000 per year. However, this can vary based on factors such as experience, qualifications, and the specific company or organization the individual is working for. Additionally, bonuses and commissions may also play a role in the overall salary.

Additional Information
Comerica Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 8th, 2024
Apply BeforeJuly 20th, 2025
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About Comerica Bank

Comerica Incorporated is a financial services company headquartered in Dallas, Texas, and strategically aligned by three business segments: The Business Bank, The Retail Bank, and Wealth Management. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

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