Financial Relationship Strategist
5 days ago
This role involves fostering deep connections with clients to understand their unique needs and opportunities.
- Cultivate strong relationships by actively listening and empathizing with clients.
- Collaborate with product specialists to deliver a comprehensive range of financial solutions tailored to each client's requirements.
The ideal candidate possesses exceptional interpersonal skills, the ability to navigate complex financial situations, and a passion for driving business growth through strategic partnerships.
- Lead deal execution, structuring and negotiation of financial solutions while owning proactive risk management responsibilities.
- Work closely with clients to build trust and provide expert guidance on financial matters.
Key Skills and Qualifications:
- Excellent communication and interpersonal skills, enabling effective relationship-building and collaboration.
- Highly skilled in leading deal execution, including origination, structuring, and negotiation of complex financial solutions.
- Able to thrive in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining attention to detail.
- Comfortable in financial analysis and credit decisioning, with a solid understanding of cash-flow drivers.
Benefits:
We offer a dynamic work environment that balances flexibility with the demands of the job. This team works between the office, client sites, and remotely, allowing for a healthy work-life balance.
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