Relationship Manager

Description

On behalf of our client, a local financial services firm, we are actively seeking a Relationship Manager to join their growing team!

The firm offers a wide selection of financial planning services, with an exclusive selection of premium products and investment solutions – both internally and through 3rd parties. 

They encourage a high-performance culture and this would suit those with drive and determination to really build out their book of business.
  
Responsibilities:

• Liaising with clients and overseeing all client relationship activities
• Managing the administration of clients and client accounts
• Supervising the document management process and purchasing clients documents when needed     
• Assisting in the areas of business development and procurement

  
Requirements:

• 5+ years of experience in the Financial Services space;
• Bachelor’s degree in Business, Finance, or another related field
• Excellent written and oral communication skills
• Self-Starter with experience in a fast paced environment
• Capable of prioritizing workloads and experience working collaboratively as part of a team.

If interested, please get in touch via email: Kiera@steppingstonesrecruitment.com for more information or to apply today!

Please note this role is only open to on-island candidates at this time. Caymanians and those with the right to work on-island without a work permit is preferred.