What is a relationship manager (RM)?
A relationship manager is a professional who serves as a primary point of contact between a financial company and its clients. They serve as a bridge between the clients and various departments within the organisation, coordinating and facilitating communication and services. A Relationship Manager is sometimes referred to as an advisor, financial advisor (FA), wealth manager (WM) – or even an external asset manager (EAM) or financial intermediary manager (FIM).
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