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.