
Client Relationship Manager
1 week ago
About this Role:
We are seeking a motivated and client-focused professional to manage client relationships.
This is an excellent opportunity for candidates with early experience in finance, banking, or client-facing roles who want to grow their careers.
Key Responsibilities:
- Develop and manage a portfolio of clients
- Identify client needs and provide tailored financial solutions and services
- Conduct onboarding, KYC, and risk assessments in compliance with internal requirements
- Support cross-selling efforts and identify upsell opportunities
- Maintain strong relationships through regular engagement and reviews
Required Skills and Qualifications:
- Degree in Finance, Business, Banking, or related field
- 1-3 years of experience in relationship management, banking, or client advisory roles
- Able to manage multiple accounts and deliver timely follow-ups
Benefits:
- Competitive compensation package
- Learn and grow alongside experienced professionals
- Exposure to a wide range of financial products and portfolios
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