Position Summary:

We are seeking a high-performing Senior Relationship Manager to lead strategic engagements with our growing client portfolio. This role focuses on providing sophisticated financial solutions, deepening partnerships, and driving long-term client value through a combination of expert advisory, custom offerings, and market insight.

• Build and maintain long-term relationships with clients to understand and fulfill their evolving financial needs
• Collaborate with internal teams to design and deliver financial solutions
• Monitor key performance indicators such as client retention, revenue growth, and market share, using insights for continuous improvement
• Serve as a trusted advisor and thought leader by actively participating in industry events and networks
• Drive innovation in solution development, addressing complex financial and operational challenges
• Maintain strong regulatory knowledge and ensure risk mitigation practices are embedded in all client engagements
• Coordinate internal resources to deliver seamless and high-touch service

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field (Master’s or professional certification such as CFA is a plus)
• Minimum 5 years’ experience in client relationship management within the financial services industry
• Demonstrated ability to develop and execute complex financial strategies for large-scale clients
• Strong understanding of investment products, financial regulations, and risk frameworks
• Proven track record of achieving growth targets while maintaining high levels of client satisfaction
• Excellent communication, negotiation, and analytical skills
• Collaborative mindset with experience working cross-functionally to deliver client-centric solutions