
Financial Relationship Manager
1 week ago
Role Overview:
We are seeking a professional to manage and develop a portfolio of clients in a finance, banking, or client-facing role.
- Client Portfolio Management
- Tailored Financial Solutions and Services
- Onboarding, KYC, and Risk Assessments
- Financing Proposals and Investment Solutions
- Maintaining Strong Client Relationships
- Cross-Selling Efforts and Upsell Opportunities
- Prompt Query Resolution and Internal Coordination
- Staying Updated on Financial Products and Market Trends
Requirements:
- Diploma or Degree in Finance, Business, Banking, or Related Field
- 1-3 Years of Experience in Relationship Management, Banking, or Client Advisory Roles
- Managing Multiple Accounts and Delivering Timely Follow-Ups
- Lending-Related Portfolios as a Bonus
Benefits:
- Competitive Compensation Package
- Learning and Growing with Experienced Senior RMs
- Exposure to a Wide Range of Financial Products and Portfolios
- Professional Working Environment
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