Senior Relationship Manager 21N25

The Senior Relationship Manager is a pivotal leader within our organization, responsible for nurturing and expanding our client base by ensuring strong, enduring relationships. In this role, you will oversee client portfolios, ensuring that their financial needs and goals are met with the utmost professionalism and strategic insight. You will engage with high-net-worth individuals, businesses, and institutions, guiding them through financial landscapes with customized advice and service. The ideal candidate combines excellent interpersonal skills with keen financial acumen, possessing an innate ability to build trust and rapport, leading to long-term client satisfaction and organizational growth. This position is for a driven individual who thrives in a dynamic environment and is passionate about delivering exceptional client experiences.

Responsibilities

• Develop and maintain strong relationships with an assigned portfolio of key clients.
• Analyze clients' financial needs and provide tailored advice and solutions.
• Coordinate with internal teams to ensure seamless delivery of services to clients.
• Identify opportunities for cross-selling and upselling financial products and services.
• Monitor clients’ financial maturation and adjust strategies as necessary to meet objectives.
• Prepare and present detailed financial reports and strategic reviews for clients.
• Serve as the point of contact for client inquiries and issue resolutions.
• Stay informed about market trends and apply this knowledge to client interactions.
• Develop strategies for client retention and proactive relationship management.
• Mentor and support junior relationship managers in developing their client management skills.
• Attend networking events to increase brand awareness and grow client base.
• Collaborate with senior management to refine and implement relationship management strategies.

Requirements

• Bachelor’s degree in Finance, Business Administration, or related field required.
• Minimum of 5 years experience in financial services or a similar client-facing role.
• Strong understanding of finance products, market dynamics, and client service protocols.
• Excellent communication and interpersonal skills to build and sustain relationships.
• Proven ability to deliver positive outcomes in a target-driven environment.
• Strong problem-solving skills and ability to provide strategic solutions.
• Proficiency in CRM software and other financial management tools.