Financial Market Strategist
7 days ago
At Century Financial, we are committed to helping our clients achieve their financial goals through expert advice and innovative solutions.
Job OverviewWe are seeking a highly motivated and experienced Relationship Manager to join our team. As a key member of our sales and business development team, you will be responsible for identifying new business opportunities, building and maintaining relationships with existing clients, and delivering exceptional customer service.
Key Responsibilities- Market Intelligence: Stay up-to-date with market trends and developments, and use this knowledge to provide valuable insights to clients and identify new business opportunities.
- Client Relationships: Build and maintain strong relationships with existing clients, understanding their needs and preferences, and providing tailored solutions to meet their requirements.
- Sales and Business Development: Identify new business opportunities and develop strategies to pursue them, working closely with other members of the sales and business development team.
- Risk Management: Conduct thorough risk assessments and suitability assessments of clients, and offer products that align with their risk profile.
- Event Hosting: Host events and meetings with clients and prospects, both in-person and virtually, to build relationships and promote our services.
To be successful in this role, you will need:
- 5+ years of Sales experience in Financial/ Banking/ Insurance industry
- Excellent knowledge and experience of financial markets
- CISI and SCA Certification is desirable but not mandatory
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