Senior Financial Relationship Manager
1 week ago
We are seeking an experienced and results-driven Senior Financial Relationship Manager to join our team at Waytogo Consultants. In this role, you will be responsible for developing and expanding existing relationships with High Net worth customers, identifying new business opportunities, and delivering exceptional customer service.
Main Responsibilities- Customer Acquisition: Source new bank customers through external individual efforts and acquisition channels, ensuring high levels of customer satisfaction and adherence to bank policies.
- Relationship Management: Develop and maintain strong relationships with assigned customers, understanding their financial needs and providing tailored solutions to meet their requirements.
- Product Sales: Cross-sell bank products to existing customers, informing them of new product offerings or enhancements that can further expand their banking relationship.
- Experience: A minimum of 5 years of experience in a similar role, preferably within the financial services industry.
- Skillset: Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues alike.
- Qualifications: A degree in Business Administration, Finance, or a related field is preferred.
Waytogo Consultants is a leading consulting firm that provides expert advice and support to businesses and individuals across various industries. We offer a dynamic and supportive work environment, competitive salary, and opportunities for professional growth and development.
SalaryThe estimated annual salary for this position is $120,000-$150,000, depending on experience and qualifications.
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