Position Overview:

We are seeking a proactive and client-focused Financial Relationship Manager to join our dynamic team. This role involves building and nurturing strong relationships with our clients, providing personalized financial advice, and ensuring exceptional service to help clients achieve their financial goals. The ideal candidate will have a deep understanding of financial products, excellent communication skills, and a proven track record in financial planning and relationship management.

Key Responsibilities:

• Client Relationship Management:

  • Develop and maintain strong relationships with clients through regular meetings, calls, and personalized communication.
  • Understand clients' financial goals, risk tolerance, and investment preferences to provide tailored advice and solutions.
  • Address client inquiries, concerns, and requests promptly and professionally.

• Financial Planning and Advisory:

  • Assess clients' financial situations and develop comprehensive financial plans and investment strategies.
  • Recommend suitable financial products and services, including investments, insurance, and retirement plans.
  • Monitor clients' portfolios and make adjustments as needed to align with their goals and market conditions.

• Business Development:

  • Identify and pursue opportunities to attract new clients and expand the firm's client base.
  • Conduct presentations and seminars to promote the firm's services and increase visibility.

• Compliance and Reporting:

  • Ensure all financial recommendations and transactions comply with regulatory requirements and firm policies.
  • Prepare and present detailed reports on clients' financial status and portfolio performance.

• Team Collaboration:

  • Work closely with other financial advisors, analysts, and support staff to deliver integrated financial solutions.
  • Share market insights and strategies with the team to enhance collective expertise and client service.

Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field; CFP (Certified Financial Planner) or similar certification preferred.
• Experience in financial advisory or relationship management roles.
• Strong knowledge of financial products, investment strategies, and market trends.
• Excellent interpersonal and communication skills with a client-centric approach.
• Proven ability to manage multiple client relationships and financial plans effectively.
• Proficiency in financial software and tools, including CRM systems and portfolio management platforms.