Relationship Manager Job Description

Relationship Manager Job Description

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Relationship manager provides expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals.

Relationship Manager Duties & Responsibilities

To write an effective relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included relationship manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Reach out to clients to discuss matters related to the clients’ portfolio(s)
Arrange logistics, create presentation materials, host internal pre-meeting, manage meeting, responsible for follow-up and documentation in Salesforce
Broaden existing relationships through solutions-based cross-sales in partnership with Senior RMs, sales and consultant relations
Building and maintaining relationships with key sell-side counterparts
Creating and implementing strategic business goals
Collaborating with our research team to propose and investigate potential new signals for our models
Assist in the implementation of the strategies and plans to achieve all volume, revenue, and profit targets for the Contracting function
Support the Head of Contracting Sector in the development of Key Performance Indicators for the purpose of systematic performance monitoring and quality measurement of the Contracting function and monitoring their achievements
Support in meeting target budgets for new contracting client relationships for the Contracting function, in accordance with the bank's overall corporate budget and strategy
Setting up or participate in annual action and marketing plans, for each customer, within the department

Relationship Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Relationship Manager

List any licenses or certifications required by the position: ICB, PFP, ITIL, PMP, CMFAS, CEBS, SHPR, PHR, CPP, CFA

Education for Relationship Manager

Typically a job would require a certain level of education.

Employers hiring for the relationship manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Finance, MBA, Economics, Education, Accounting, Business/Administration, Management, Marketing, Graduate

Skills for Relationship Manager

Desired skills for relationship manager include:

Financial services industry
Products and solutions
Banking products and services
Clients’ financial life priorities and connect them to our solutions that meet their financial goals
Clients’ financial life priorities and effectively positioning additional Bank of America products and services
Small business products and services
Clients’ business priorities
Effectively positioning additional Bank of America products and services
Financial life priorities
Ability to leverage that information in creating customized customer solutions

Desired experience for relationship manager includes:

Background in Institutional Sales, Buy-Side Broker Relationship Management, or Financial Data Sales
Bachelor's degree or above of Financial Services would be preferred
5 years minimum front office work experience within banking industry in China
Familiar with a full range of Chinese corporate banking products
Good understanding of Chinese banking regulations
Planning, preparing and effectively leading meetings with clients

Relationship Manager Examples

1

Relationship Manager Job Description

Job Description Example
Our company is searching for experienced candidates for the position of relationship manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for relationship manager
  • Provide good customer service and high-quality support
  • Contribute to process-improvements and documentation
  • Maintain awareness of emerging security technologies and vulnerabilities
  • Resolving various problems that may come up with clients
  • Follow up with clients and maintain firm communication
  • Be skilled in anticipating issues before they arise and have the ability to address them proactively
  • Retain existing retirement business through execution of a mutually agreed upon plan with the plan sponsor
  • Participate in customer acquisition deals at propose or close phase to engage the plan sponsor
  • Serve as Relationship Manager on designated client relationships, being accountable for coordinating investments, financial planning, administration and other wealth management advice and solutions
  • Assist Sales Rep in case acquisitions, planning, retention and management
Qualifications for relationship manager
  • Productive performer that can work with very little guidance and pursue/manage multiple threads, make accurate forecasts, and hit major milestones on time
  • Entrepreneurial in identifying new opportunities that will advance the partnership and/or capacity of OneSight
  • Ability to mobilize diverse teams of associates, executives, store managers/captains, vendors, suppliers and other volunteers to work collaboratively towards a common goal
  • Proven track record in B2B sales and/or developing B2B relationships
  • Tremendous communication skills both written and verbal
  • Highly motivated, influential, and capable of understanding and communicating the strengths of New Penn Financial and/or Rate 30 and its respective business
2

Relationship Manager Job Description

Job Description Example
Our company is hiring for a relationship manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship manager
  • To build JH product and tool knowledge in order to identify and position the best JH tools/resources to support key intermediaries’ service commitments to plan sponsors and eligible employees
  • To build relationships with key intermediaries to identify gaps in their service models where JH can provide support
  • To build an understanding of key intermediaries business model in order to develop campaigns that target retention and growth of JH’s inforce block of business
  • To work with intermediaries to insure quality ongoing service deliverables related to Plan Design
  • To work as a liaison to build stronger Plan Consultant/Adviser relationships for the benefit of mutual clients
  • Proactively strive to build “partnership” style relationships focusing on integration at all levels
  • Maintain relationship with senior client contacts across an organization including, but not limited to, corporate secretarial, Finance, Human Resources Compensation and Legal subject matter experts
  • Ensure client satisfaction levels are maintained and increased appropriately
  • Relative to services sold, conduct ongoing needs analysis to determine appropriate services to meet client requirements
  • Keep client apprised of new product functionality that may be relevant to the client and their plan administration through Shareworks
Qualifications for relationship manager
  • Must be a pro-active self-starter, high on initiative and comfortable taking charge in highly matrixed, “virtual team” environment
  • Ability to work in several projects at the same time
  • A positive, self-motivating attitude is a most
  • The drive to be a top performer and continue to grow his/her career
  • Have a significant background of experience in managing a portfolio of high risk clients
  • University or College diploma and/or equivalent experience
3

Relationship Manager Job Description

Job Description Example
Our innovative and growing company is looking for a relationship manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship manager
  • Inform and advise NW America regarding strategic direction based on network input, and identify issues confronting the network to which NW America may want to respond
  • In partnership with the NWOs, work to improve organizational health and performance
  • Recommend strategies to maintain and develop optimal network organizational health and growth, which may include a potential training plan for the Board, executives, and/or staff
  • Work with Organizational Assessment Division in preparation for program reviews of network organizations, understand the organizational health issues in relation to network organizations’ lines of business and provide comments to discovery and draft reports.Provide input and/or produce write-ups for the PROMPT Portal on each organization in coordination with quarterly Organizational Health Tracking System (OHTS) meetings
  • Provide linkage between network members and NW, including the National Initiatives division and others, regarding participation in key initiatives such as Success Measures, Community Building & Engagement, Rural Initiative, and Board Governance
  • Coordinate requests for technical assistance through third party contractors and/or other NW resources.Assure evaluation of all engagements by working closely with other regional staff to insure agreed upon outcomes for all technical assistance engagements
  • Provide a full travel, lifestyle and card service to Centurion Cardmembers
  • Contributing to the development of joint business plans for our key Alliance clients including Account Plans, Executive Briefings, Strategic Roadmaps, and Quarterly Revenue updates
  • Engaging and leveraging internal partners across business units that will maximize revenue retention / expansion and client loyalty which align to the sales channel’s strategic plan
  • Quantifying revenue opportunities by Alliance client and business area, providing input to establish contractual terms including revenue share, minimum commitments, service level agreements, and operating responsibilities
Qualifications for relationship manager
  • Maintain issues logs, monitor for trends and drive early resolution through attendance at regular internal and external meetings and direct contact with the parties involved
  • Monitor supplier reports and MI deliverables
  • Develop an open and effective relationship with key business functions including Distribution, Finance and Investment Operations Oversight
  • A university degree, major in banking or a business-related discipline is preferred
  • Minimum 3(RM) / 8(SRM) years of relevant experience in serving SOE / LLC clients
  • Excellent financial analysis skills and ability to assess client creditworthiness and key risk considerations / mitigations
4

Relationship Manager Job Description

Job Description Example
Our innovative and growing company is hiring for a relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for relationship manager
  • Conduct annual performance reviews for team members, and promote the continuous development of relevant knowledge and skills through effective use of the appraisal process, interim reviews and coaching, and evaluation of the results
  • Ensure commercial yet robust relationship management of client facilities to enable the business to achieve its growth targets but ensure Bad Debt provision is within budget levels
  • Manage day to day funding needs of clients ensuring that payment availability is always maintained in line with the quality of the debts purchased
  • Timely sanction of limit requests within own DP so as to maximise funding availability
  • Completion of client reviews utilising all available risk tools making clear and concise recommendations as to changes that may be required to maintain risk parameters or meet client funding needs, these to be completed in line with approved review schedules
  • Address any Audit Action points within 5 working days of completion & submission of audit
  • Work collaboratively with sales and underwriting during origination & structuring of new business requests to ensure effective and robust risk management of facilities can be maintained whilst TCF principles are upheld
  • Engender a positive and professional working environment that encourages quality staff from within the business to join the ID team
  • To assist in any projects as requested
  • To engage and maintain relations with external professional suppliers / supporters to ensure relevant professional support can be obtained as required
Qualifications for relationship manager
  • Fluent Mandarin and Cantonese language skill is required
  • Degree holder with at least 6 months track record in banking sales
  • A keen understanding of the Singapore Banking regulation and Sales environment
  • CMFAS certified
  • Minimum of 3-5 years of customer service/client facing position within a financial services environment
  • Korean Bilingual
5

Relationship Manager Job Description

Job Description Example
Our company is looking to fill the role of relationship manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for relationship manager
  • Responsible for compliance with all applicable banking laws and regulations
  • Properly risk-rate each customer as outlined in the Customer Identity Program
  • Report any customer suspected of suspicious activity immediately to the BSA Officer
  • Participate in required annual BSA/AML/OFAC and Compliance Training
  • Represents the Bank various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business
  • Coordinates and facilitates/co-leads senior exec level meetings between Sarah Cannon and partner organizations to gain alignment on structure and areas of opportunity across Sarah Cannon lines of business
  • Directly liaise with current and new sponsor partners at senior exec level upon initial introduction to Sarah Cannon to co-plan logistics and agenda for onsite exec level meetings
  • Facilitates and co-leads meetings between partner organizations to proactively co-develop operational, business, and/or project related solutions, and/or resolve conflict and manage business risk as needed
  • Communicates partner priorities and project resource requirements to Sarah Cannon teams and assists in establishing plans for key resources and operational delivery
  • Interface with CRO Portfolio Management Team and SMO Business Management Team to assign action items, track timely completion and communicate information back to Sponsor to advance and/or close the actions
Qualifications for relationship manager
  • Fraud experience is an asset
  • Effective time manager – manage your own time and work volumes, including anticipated risk, effectively to achieve results and deliver on targets even in the face of adversity
  • In depth understanding of the banking industry
  • Represents the function in industry forums
  • Strategic thinker with ability to contribute toward strategy and drive implementation
  • Exceptional overall advisory of a wide range of events which are aligned with business objectives, firm-wide policies & procedures and communication strategies

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