Based within the banking or financial sector, a relationship manager’s role involves working with clients to help them make the right decisions with their accounts and explain the financial services on offer to them. You’ll also be expected to identify possible sales opportunities and generate new business for the company you work for.
Far from being a self-absorbed money-orientated career, your role as a relationship manager is all based around your clients and their needs, so you’ll spend much of your day discussing their financial needs and keeping records. Other daily duties will include:
Setting up meetings with new clients
Researching the latest products and regulations
Looking for new sales opportunities