Relationship Manager (Wealth Management) at Norrenberger Financial Group

Job Description

• Prospect for potential new clients and turn this into increased business.
• Developing growth strategies and plans
• Meet Investment/risk targets for each products as set out at the beginning of the fiscal year
• Preparation of budgets and reviewing timeframes for meeting budget
• Manage portfolio to balance interest rate yield per loan while continually increasing funding volumes and minimizing delinquency.
• Identify and mobilize Investments from both individual and corporate entities
• Deliver quality client service by ensuring that loan decisions are communicated effectively to clients in a timely manner.
• Manage commission payouts and communicate interest rate changes as the need arises
• Cold call as appropriate within your market or geographic area to ensure a robust pipeline of opportunities.
• Meet potential clients by growing, maintaining, and leveraging existing network.
• Research and build relationships with new clients.
• Set up meetings between client decision makers and company’s practice leaders/Principals.
• Plan approaches and pitches.
• Work with team to develop proposals that speak to the client’s needs, concerns, and objectives.
• Participate in pricing the solution/service.
• Investment Appraisal
• Asset origination
• Credit administration and preparation of offer letters.
• Analysis, appraisal and preparation of Structured Finance agreements and other documents.
• Review of credit applications to ensure that all documents submitted by the client are complete.
• Asset inspection before approval is made.
• Assessment of the client’s balance sheet performance, cash flow and streams of income.
• Accounts reconciliation and recovery management.

Qualifications & Experience

• Interested candidates should possess a B.Sc Degree with 5 - 12 years relevant work experience.