The documented define for the function focuses on constructing and sustaining sturdy connections with purchasers, usually within the monetary providers sector. It encompasses duties reminiscent of figuring out consumer monetary wants, providing tailor-made options, and offering distinctive customer support. A typical instance would contain detailing the precise tasks anticipated of a person who manages a portfolio of high-net-worth purchasers at a personal financial institution.
A clearly outlined set of tasks is important for each the employer and the worker. For the monetary establishment, it ensures consistency in service supply and compliance with rules. For the person within the function, it gives readability relating to expectations, permitting for efficient efficiency {and professional} development. Traditionally, this perform has advanced from a purely transactional strategy to a extra consultative and client-centric mannequin.