Building Long-Term Client Relationships

5 days ago

Sydney, New South Wales, Australia beBeeRelationship Full time $100,000 - $150,000

Finance Relationship Manager Position

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Award-winning lender seeks a top relationship manager to join the Sydney team.

**Job Description:**

The successful candidate will use exceptional relationship skills to understand clients' needs and provide personalized finance solutions through lending, insurance, and wealth products.

**Key Responsibilities:**

  • Manage client relationships to identify and capitalize on business opportunities.
  • Develop and implement strategies to grow customer portfolio and revenue.
  • Collaborate with cross-functional teams to deliver financial solutions aligned with clients' goals.
  • Maintain effective communication with customers to assess portfolio growth opportunities.
  • Proactively address customer concerns to ensure satisfaction and retention.

**Required Skills & Qualifications:

1. 3-5 years of experience in relationship or business development roles working with self-employed/commercial clients.

2. In-depth knowledge of business/commercial lending and insurance products.

3. Proven track record of meeting/exceeding targets.

4. Strong communication and interpersonal skills for building and maintaining client relationships.

5. Ability to work in a fast-paced environment and adapt to changing priorities.

**Benefits Package:**

An amazing company culture where you can grow fast and high, competitive base salary + uncapped commissions, opportunity to develop into a broker, and work with complex high net worth clients.

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