
Strategic Client Financial Partner
7 days ago
We are seeking a Financial Relationship Manager who will be responsible for managing and enhancing client relationships while providing strategic financial analysis to ensure the financial well-being of clients.
This position requires a blend of customer relationship management and financial expertise to identify opportunities, assess financial data, and provide tailored financial solutions. The ideal candidate will be able to interact with clients at various levels, build trust, and offer valuable insights that align with the clients' financial goals.
Key Responsibilities:- Client Relationship Management: Build and maintain strong client relationships, acting as the primary point of contact.
- Regularly meet with clients to review financial performance and suggest improvements.
- Develop personalized financial strategies for clients and provide tailored advice.
- Analyze financial data and prepare reports to identify trends and opportunities.
- Provide financial modeling and forecasting to support client decision-making.
- Identify opportunities for upselling or cross-selling financial products.
- Assist in client acquisition efforts and contribute to business growth.
- Ensure compliance with regulations and monitor financial risks for clients.
- Bachelor's degree in finance, accounting, business, or related field.
- 3-5 years in financial analysis and relationship management.
- Strong financial analysis, communication, and client management skills.
- Proficient in MS Office and financial software.
- Proven ability to manage multiple tasks and meet deadlines.
- Strong attention to detail and organizational skills.
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