Relationship Manager/Senior Relationship Manager - BFSI

We are looking for an experienced Relationship Manager and intuitive Assistant to partner to drive efficiencies and support business leaders to achieve their goals. You will be involved in strategic and critical tasks around client management, research, presentations, data gathering, planning, decisioning etc.

What You Need to Achieve:

- Build strong relationships across the business.

- Assimilate to new environments and functions seamlessly to make a positive impact for your Executive from day 1.

- Recognize inefficiencies in process and make independent and scalable recommendations to improve efficiency.

- Solve problems intuitively, finding quick and suitable solutions to business issues.

- Prioritize your own and your Executive's workload, ensuring high quality support is maintained at all times.

What You'll Need:

- Experience in Financial Services sector, would be good to have

- Experience of seamlessly supporting multiple business leaders

- Bachelor's Degree + CFP / CFA

- Excellent written and verbal communication skills in English

- Ability to execute each project flawlessly with a positive - can do- attitude

- You thrive in fast-paced, changing environments

- You love solving problems

NICE TO HAVE:

- Ability to build reports.

- Project management experience.

- Understanding of insurance space.

- Proven track record of dealing with HNI / UHNI.