Senior Relationship Manager (225-1002)

The role of a Senior Relationship Manager is pivotal in fostering strong and lasting relationships with clients by offering tailored financial solutions and service excellence. As an experienced and dynamic professional, you will leverage your in-depth knowledge of financial products and services to cater to the unique needs of high-value clients. By spearheading relationship management strategies, you will ensure client satisfaction and retention, while simultaneously driving revenue growth. The position requires an individual capable of maintaining high levels of professionalism and confidentiality, adept in negotiation, and proficient in identifying new business opportunities to maximize the portfolio value. Your efforts will not only build trust and loyalty but also expand the organization’s client base by securing new partnerships and cultivating existing relationships.

Responsibilities

• Develop and implement strategies to enhance client relationships and satisfaction.
• Manage a portfolio of high-value clients with personalized financial solutions.
• Identify and pursue new business opportunities to expand client base.
• Work closely with financial advisors to design customized service plans.
• Ensure compliance with regulatory standards in all client interactions.
• Prepare and deliver presentations for clients and internal stakeholders.
• Act as the primary point of contact for resolving client issues efficiently.
• Collaborate with cross-functional teams to improve service offerings.
• Monitor client satisfaction metrics and implement improvement plans.
• Conduct regular reviews to ensure client needs are being met effectively.
• Maintain up-to-date knowledge on market trends and financial services.
• Report on client activities and progress to senior management regularly.

Requirements

• Bachelor’s degree in finance, business, or a related field is required.
• Minimum of five years of experience in relationship management or sales.
• Proven track record of managing high-value client relationships successfully.
• Strong negotiation and communication skills with excellent attention to detail.
• Ability to work independently with a strategic and client-focused mindset.
• Expertise in financial products, services, and banking regulations is essential.
• Proficiency in CRM software and other client management tools preferred.