Relationship Manager

Relationship Manager Job Description Template

Our company is looking for a Relationship Manager to join our team.


  • Assisting the Financial Planner with their time management and work flow;
  • Filter calls from clients, assisting where possible and passing the query to the Financial Planner if necessary;
  • Assist the Financial Planners with their client relationships;
  • Organising client reviews and appointments;
  • Establishing client needs through fact finding.


  • Background and success in a sales environment either from a business development standpoint or account management.