Relationship Manager

Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Assess client’s overall financial picture, understand their needs and develop a solid financial plan Guide clients towards a profitable and secure financial decision Cultivate client base and build win-win relationships Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas Keep abreast of new industry’s trends and research market to back up financial consulting Oversee the course of the financial plan and update it, if necessary, to ensure profits Comply with all industry rules and regulations Liaise with providers, solicitors, valuers and other professionals Requirements Proven working experience as a financial adviser, controller, planner, specialist or relevant experience Ability to analyse market’s financial data and to provide appropriate data-based advice Excellent PC knowledge and ability to operate database systems