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Client Relationship Officer

Job Reference: 988017

On behalf of a client, we are recruiting for a Client Relationship Officer. The post holder will foster client relationships, and drive business growth.

Responsibilities:
  • Cultivate strong client relationships to understand and address their financial needs through personalized solutions.
  • Managing sales activities and leveraging digital tools.
  • Assist in acquiring and retaining clients through proactive engagement and marketing initiatives
  • Deliver superior customer service across all interactions, ensuring high satisfaction levels.
  • Adhere to regulatory guidelines and internal policies to maintain security and confidentiality
Requirements:
  • Bachelor’s degree in relevant fields such as Banking & Finance, Business Administration, or Accounting.
  • Minimum 2 years of experience with a focus on sales or operations.
  • Understanding of the regulatory requirements.
  • Knowledge of financial reporting is a plus.

  

Apply now to embark on a rewarding career journey!

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Colin@theagency.ky

Apply for this role

payam montezeri

Payam Montazeri
Principal Recruiter

payam@theagency.ky
+1 345 743 1774

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