Relationship Manager

Company Overview

We are an established finance consultancy firm with over 30 years of experience, dedicated to delivering tailored financial solutions and building lasting client relationships.

Job Summary

You will manage and grow an existing customer portfolio while acquiring new clients through social media and events, driving business growth and client satisfaction.

Responsibilities

• Manage and service an existing portfolio of customers to ensure satisfaction and retention
• Acquire new customers by executing targeted outreach on social media platforms and organizing or participating in events
• Build and maintain strong, long-term client relationships through consistent engagement and personalized communication
• Assess clients financial needs and recommend suitable financial solutions to meet their goals
• Demonstrate self-motivation and proactive client engagement to quickly build rapport and trust

Preferred competencies and qualifications

• Experience in sales or client-facing roles to effectively engage and convert prospects
• Comfortable conducting face-to-face engagements, attending events, and performing online outreach

Other Information

• Salary: $2,500 - $3,000
• Working Hours: Monday to Friday, 9am to 6pm
• Benefits include commission and performance incentives, a supportive team environment, and opportunities for career growth