Relationship manager

The Relationship Manager is responsible for building and maintaining relationships with a portfolio of clients. They act as the primary point of contact for clients, providing financial advice and solutions to meet their needs. The Relationship Manager works to retain and grow the client base by identifying new business opportunities and providing excellent customer service. Responsibilities:

• Develop and maintain strong relationships with a portfolio of clients.
• Understand client financial needs and provide appropriate financial solutions.
• Act as the primary point of contact for clients, addressing inquiries and resolving issues.
• Identify and pursue new business opportunities within the client portfolio.
• Provide financial advice and guidance to clients.
• Monitor client accounts and ensure compliance with regulations.
• Prepare and present financial reports and proposals.
• Stay informed about industry trends and market conditions.
• Collaborate with internal teams to provide comprehensive client service.
• Meet or exceed sales targets and performance goals.