About the role

Relationship Manager - Liabilities

Job Summary:

The Relationship Manager for Liabilities plays a crucial role in building and maintaining strong client relationships, ensuring customer satisfaction while driving the growth of the organization's liability products. This position is vital in identifying client needs, offering tailored solutions, and enhancing the overall value proposition of the company.

Key Responsibilities:

Develop and manage relationships with a portfolio of clients, focusing on their liability needs and maximizing client retention.
Analyze client financial situations and recommend appropriate liability products to meet their requirements and goals.
Conduct regular reviews and meetings with clients to provide updates, gather feedback, and propose enhancements to existing services.
Collaborate with internal teams to deliver seamless service and ensure compliance with regulatory requirements and company policies.
Identify opportunities for cross-selling and upselling additional services and products tailored to client needs.
Monitor industry trends and competitors to ensure the organization remains competitive in the market.
Prepare and present regular reports on client activity, market analysis, and business development initiatives to senior management.

Requirements:

Bachelor's degree in Finance, Business Administration, or a related field.
Proven experience in relationship management, sales, or customer service within the banking or financial services sector.
Strong understanding of liability products and services, including personal and commercial lending.
Excellent communication and interpersonal skills with the ability to build rapport and trust with clients.
Strong analytical and problem-solving abilities to assess client needs and provide viable solutions.
Proficiency in CRM software and Microsoft Office Suite (Excel, Word, PowerPoint).
Self-motivated with the ability to work independently as well as part of a team.

Preferred Qualifications:

Advanced degree (MBA or equivalent) in Finance or a related discipline.
Experience in a leadership role or managing complex client portfolios.
Professional certifications such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP).
Demonstrated success in achieving sales targets and driving revenue growth.
Multilingual abilities that can enhance client interactions in diverse markets.

Benefits:

Competitive salary with performance-based incentives and bonuses.
Comprehensive health, dental, and vision insurance plans.
Retirement savings plan with company match and financial planning resources.
Generous vacation policy with paid time off and holidays.
Opportunities for professional development and continuing education.
Flexible working arrangements, including remote work options.
Employee wellness programs and initiatives to promote work-life balance.

RM-CASA