Checking job availability...
Original
Simplified
A bank relationship manager works with clients to help them manage their finances and achieve their goals. They advise clients on products and services, and build long-term relationships. Responsibilities Build relationships: Understand clients' needs and goals, and build trust through communication Provide advice: Offer personalized advice on investments, loans, and account services Manage accounts: Monitor clients' accounts and portfolios, and identify opportunities for new business Identify new clients: Network and present to potential clients Conduct risk assessments: Evaluate investment options and inform clients of associated risks Adhere to regulations: Ensure compliance with banking policies and protocols Resolve issues: Resolve any issues or complaints raised by clients Promote products: Promote additional banking products and services Skills and qualifications Good sales and negotiation skills Ability to present and explain complex information clearly Attention to detail Drive and initiative Collaboration Ethics Expertise Insight Sustainability