Jnr Relationship Manager

Summary:

As a Junior Relationship Manager in the Financial Services sector, you will play a crucial role in fostering and maintaining client relationships. Based in Doncaster, Victoria, this permanent full-time position is essential for driving client satisfaction and loyalty, contributing to the overall success of our organisation. You will work closely with clients to understand their needs and provide tailored financial solutions, ensuring a high level of service and support.

Responsibilities:

• Develop and maintain strong relationships with clients to understand their financial needs and objectives.
• Assist in the preparation of financial proposals and presentations for clients.
• Provide ongoing support and advice to clients regarding their financial portfolios.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Monitor client accounts and proactively address any issues or concerns.
• Stay updated on industry trends and regulatory changes to provide informed advice.
• Participate in networking events and client meetings to promote the organisation’s services.

Qualifications:

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Previous experience in a client-facing role within the financial services industry is preferred.
• Strong interpersonal and communication skills, with the ability to build rapport with clients.
• Proficient in Microsoft Office Suite and financial software applications.
• Excellent analytical and problem-solving abilities.
• A proactive approach to client management and a strong desire to achieve results.