Relationship Manager

Description

On behalf of our client, a local financial services firm here in the Cayman Islands, 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 plan a large-scale launch in Cayman and are investing heavily to ensure they attract the best quality of clients to the firm. 

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: ronan@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.

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Ronan Horgan

Ronan Horgan

Recruiter