Relationship Manager

We are seeking a dedicated and client-focused Relationship Manager to primarily support both roadshow events and branch-based services . This role is crucial in delivering outstanding customer service and deepening client engagement through face-to-face interactions.

This role involves shift work , including weekends and public holidays , to meet client needs and optimize our event and branch schedules.

• Serve as the first point of contact for clients during roadshows and at the branch, providing professional, tailored financial advice and support.
• Conduct client consultations to understand their financial goals and recommend appropriate products or services.
• Support branch activities including client onboarding, product inquiries, and service requests.
• Coordinate logistics and client engagement during weekend and public holiday roadshows.
• M...