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