Relationship Manager – Consultancy

Aspire92 is looking for a Relationship Manager who will be responsible for managing and enhancing client relationships while providing strategic financial analysis to ensure the financial well-being of clients. This position requires a blend of customer relationship management and financial expertise to identify opportunities, assess financial data, and provide tailored financial solutions. The ideal candidate will be able to interact with clients at various levels, build trust, and offer valuable insights that align with the clients’ financial goals.

Key Responsibilities & Duties:

• Client Relationship Management:
• Build and maintain strong client relationships, acting as the primary point of contact.
• Regularly meet with clients to review financial performance and suggest improvements.

Financial Analysis & Reporting:

• Analyze financial data and prepare reports to identify trends and opportunities.
• Provide financial modeling and forecasting to support client decision-making.

Strategic Planning & Advisory:

• Develop personalized financial strategies for clients and provide tailored advice.
• Monitor market trends and recommend relevant products and services.

Business Development:

• Identify opportunities for upselling or cross-selling financial products.
• Assist in client acquisition efforts and contribute to business growth.

Compliance & Risk Management:

• Ensure compliance with regulations and monitor financial risks for clients.

Requirements & Qualifications:

• 3-5 years in financial analysis and relationship management.
• Bachelor’s degree in finance, Accounting, Business, or related field.
• Strong financial analysis, communication, and client management skills.
• Proficient in MS Office and financial software.
• Strong attention to detail and ability to manage multiple projects simultaneously

Job Type: Full-time

Work Location: Remote