About the role

Relationship Manager - Liabilities

Job Summary:

The Relationship Manager - Liabilities plays a vital role in strengthening client relationships and driving the growth of our liabilities portfolio. This position is responsible for delivering exceptional service while identifying customer needs and providing tailored solutions that enhance overall client satisfaction and foster long-term partnerships.

Key Responsibilities:

Develop and maintain strong relationships with existing and prospective clients, ensuring high levels of client satisfaction and retention.
Assess client financial needs and proactively recommend appropriate liability products and services to support their goals.
Collaborate with cross-functional teams to deliver seamless service and innovative solutions that align with client objectives.
Monitor market trends and competitor activities to identify opportunities for product enhancement and service improvement.
Prepare and present financial proposals, contracts, and agreements to clients, ensuring clear communication of terms and conditions.
Manage the end-to-end client onboarding process, ensuring compliance with regulations and internal policies.
Regularly conduct account reviews to identify upselling and cross-selling opportunities within the liabilities portfolio.

Requirements:

Bachelor's degree in Finance, Business Administration, or a related field.
Minimum of 3 years of experience in relationship management or client-facing roles within the financial services industry.
Strong understanding of liability products, including mortgages, business loans, and other financing options.
Excellent communication and interpersonal skills, with the ability to build rapport and trust with diverse clientele.
Proficient in financial analysis and business development strategies.
Demonstrated ability to work independently and as part of a team in a fast-paced environment.
Strong problem-solving skills and attention to detail.

Preferred Qualifications:

Master’s degree in Finance or related field.
Experience with CRM software and financial modeling tools.
Professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
Proven track record of exceeding sales targets and generating new business.

Benefits:

Competitive base salary with performance-based bonuses.
Comprehensive health, dental, and vision insurance plans.
Flexible working hours and the possibility of remote work.
Retirement savings plan with company match contributions.
Ongoing professional development and career advancement opportunities.
Employee wellness programs and initiatives to promote a healthy work-life balance.
Generous paid time off and holiday leave policies.