Relationship Manager at Kimberly Ryan

Responsibilities

• Develop and manage a portfolio of clients, ensuring a high level of service and satisfaction.
• Identify and pursue new business opportunities to expand the client base and achieve revenue targets.
• Provide expert advice and solutions tailored to clients’ financial goals and needs.

Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• 5 years of experience in relationship management, client services, or a similar role within the financial services industry.
• Strong understanding of financial products, services, and market trends.