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Financial Relationship Specialist
3 weeks ago
We are seeking a skilled Relationship Manager to join our team.
This is a fantastic opportunity for someone who enjoys building relationships and providing excellent customer service.
The successful candidate will be responsible for managing a portfolio of clients, identifying new business opportunities, and providing expert advice on financial products and services.
This role would suit someone who is highly organized, has excellent communication skills, and is able to work independently with minimal supervision.
About the Role- This position involves managing a portfolio of clients across various industries, identifying new business opportunities, and providing expert advice on financial products and services.
- The successful candidate will be responsible for developing strong relationships with clients, understanding their needs and preferences, and providing tailored solutions to meet their requirements.
- This role requires a high level of organization, attention to detail, and effective time management skills.
- 3-5 years of relevant experience in account management or a similar field.
- Strong background in credit evaluation and financial analysis.
- Excellent communication (verbal, non-verbal, written and presentation) and active listening skills.
- Able to collaborate with cross-functional teams to deliver results.
- A competitive salary package.
- Ongoing training and development opportunities.
- A dynamic and supportive work environment.