Relationship Manager
| Dyddiad hysbysebu: | 03 Rhagfyr 2025 |
|---|---|
| Oriau: | Llawn Amser |
| Dyddiad cau: | 15 Rhagfyr 2025 |
| Lleoliad: | East London, London |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Cityplus Network Ltd |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: |
Crynodeb
Key Responsibilities
Client Relationship Management
• Build, maintain, and strengthen long-term relationships with clients, acting as a trusted advisor.
• Provide ongoing support and ensure client satisfaction through consistent communication and service excellence.
Needs Analysis & Financial Planning
• Assess each client’s financial objectives, needs, and risk appetite.
• Prepare and present tailored financial plans and strategies aligned with their goals.
Portfolio Management
• Monitor and manage client portfolios to ensure optimal performance and return on investment.
• Conduct regular reviews and recommend adjustments based on market trends and client circumstances.
Business Development & Sales
• Identify and pursue new business opportunities through pitching, networking, and relationship-building activities.
• Promote financial products and services to both existing and prospective clients to achieve revenue targets.
Issue Resolution
• Address client queries, concerns, and issues promptly and effectively to maintain trust and service quality.
Internal Collaboration
• Work closely with underwriting, risk, compliance, new business, and other relevant teams to ensure seamless service delivery.
• Ensure all activities comply with internal policies and regulatory requirements.
Required Skills and Knowledge
• Strong communication and interpersonal skills, with the ability to build rapport and trust.
• Excellent analytical abilities to interpret financial data and assess risks and market trends.
• Solid understanding of financial products and services within the banking or financial services sector.
• Proven sales, negotiation, and presentation skills.
• Strong organisational and time-management capabilities to manage multiple clients and tasks effectively.
• High attention to detail, ensuring accuracy in reporting and financial planning.
• Fluent in speaking English and also able to speak in Bangla or Hindi
________________________________________
Essential Qualifications & Experience
• Bachelor’s degree in Business Administration, Finance, Management, or a related field (or equivalent professional experience).
• Demonstrated experience in a business support, operations, or administrative management role, ideally within financial services.
• Strong leadership and team management capabilities.
• Excellent organisational, analytical, and problem-solving skills.
• Proficiency with MS Office and business information systems.
• Knowledge of compliance, governance, and risk management best practices.
Client Relationship Management
• Build, maintain, and strengthen long-term relationships with clients, acting as a trusted advisor.
• Provide ongoing support and ensure client satisfaction through consistent communication and service excellence.
Needs Analysis & Financial Planning
• Assess each client’s financial objectives, needs, and risk appetite.
• Prepare and present tailored financial plans and strategies aligned with their goals.
Portfolio Management
• Monitor and manage client portfolios to ensure optimal performance and return on investment.
• Conduct regular reviews and recommend adjustments based on market trends and client circumstances.
Business Development & Sales
• Identify and pursue new business opportunities through pitching, networking, and relationship-building activities.
• Promote financial products and services to both existing and prospective clients to achieve revenue targets.
Issue Resolution
• Address client queries, concerns, and issues promptly and effectively to maintain trust and service quality.
Internal Collaboration
• Work closely with underwriting, risk, compliance, new business, and other relevant teams to ensure seamless service delivery.
• Ensure all activities comply with internal policies and regulatory requirements.
Required Skills and Knowledge
• Strong communication and interpersonal skills, with the ability to build rapport and trust.
• Excellent analytical abilities to interpret financial data and assess risks and market trends.
• Solid understanding of financial products and services within the banking or financial services sector.
• Proven sales, negotiation, and presentation skills.
• Strong organisational and time-management capabilities to manage multiple clients and tasks effectively.
• High attention to detail, ensuring accuracy in reporting and financial planning.
• Fluent in speaking English and also able to speak in Bangla or Hindi
________________________________________
Essential Qualifications & Experience
• Bachelor’s degree in Business Administration, Finance, Management, or a related field (or equivalent professional experience).
• Demonstrated experience in a business support, operations, or administrative management role, ideally within financial services.
• Strong leadership and team management capabilities.
• Excellent organisational, analytical, and problem-solving skills.
• Proficiency with MS Office and business information systems.
• Knowledge of compliance, governance, and risk management best practices.