Relationship Manager

Vor 2 Tagen


City Of Stirling, Österreich Clarity Partners Vollzeit

Account & Relationship Management (Banking & Financial Services)

The Client:

Our client is a financial lending business, that supports the commercial broking industry by providing finance solutions to it's clients. Due to WA portfolio growth they are seeking a new Relationship Manager to service and eventually grow a broker portfolio. 

Our client works with insurance brokers to understand client needs and provide innovative solutions that are exceptional in value, and delivered with a high level of service. 

The Role:

  • Client Relationship Management: Foster and maintain strong relationships with key broker partners to understand their business and client needs, ensuring satisfaction.

  • Strategic Advising: Provide strategic advice to clients on financial solutions and lending opportunities based on their business goals and market conditions.

  • Market Intelligence: Stay informed about industry trends, competitor activities, and regulatory changes to anticipate client needs and provide proactive advice.

  • Negotiation and Deal Structuring: Lead negotiations with clients on terms and conditions of lending agreements, ensuring alignment with company policies and profitability targets.

  • Performance Review: Track and analyse client portfolios, identifying opportunities for additional lending or risk mitigation strategies. Identify opportunities to increase market share. 

The Requirements:
  • A foundational understanding of the financial and/ or insurance economy 
  • Customer service experience 
  • Prior experience in Finance, Lending, Banking or in a General Insurance
  • A degree in finance or commerce would be favoured
  • Team player attitude 
  • Eagerness to learn and 
  • Dynamic nature, a can-do attitude and a passion for networking and building new relationships

The Perks:
  • Close-knit, collaborative WA team to offer plenty of support 
  • Hybrid working 
  • Office in Northern suburbs business hub
  • Six-figure remuneration 
  • Car allowance 
  • 30% Incentive bonus 
  • Employee share programme after 12 months of employment
  • Comprehensive sales training 
  • Opportunity to travel nationally and across Western Australia
  • Progression and career advancement to senior level, with salary reviews
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