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Relationship Manager
Full Time 1 Week Ago
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Henley & Partners - The Firm of Global Citizens® is Hiring a Relationship Manager Near Miami, FL

Joining Henley & Partners

As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.

Why choose Henley & Partners? Here's what sets us apart:

  • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options.
  • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients.
  • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged.
  • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge.
  • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
  • Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally.

...but that's enough about us, let talk about you!

The primary role of the Relationship Manager is to perform all activities required in terms of the compilation and submission of client applications for the relevant residence or citizenship program. This includes building and managing rapport with clients and their advisors to ensure optimum customer acquisition, retention and revenue generation.

Responsibilities

  • The role requires expertise across the entire residency and citizenship program portfolio offered by H&P as well as the ability to be able to support other ancillary requirements when needed.
  • Deliver world-class, industry leading customer service to new and existing clients.
  • Manage key client relationships through regular contact and visits (when needed).
  • Serve as the primary client contact and advocate for day-to-day activities necessary for the client application and escalate issues and requests when needed.
  • Build and execute a client-centric relationship framework inclusive of regularly scheduled status calls & application reviews.
  • Establish and maintain customer satisfaction through account planning, proactive client communications and issue remediation.
  • Continuously identify and exploit cross-selling opportunities that embed the firm and its offerings with client needs.
  • Leverage internal resources to assist the client with meeting the requirements of their application process.

Qualifications

  • 3 years' experience of account management within investments, insurance, private bank or wealth management.
  • Proven track record of successfully building and nurturing multi-level client relationships.
  • Superior written and verbal communication skills - full English business proficiency is required.
  • Ability to identify opportunities to cross-sell H&P's services.
  • Ability to work both independently and within a team environment, with focus and excellent attention to detail.
  • Proficient in Microsoft Word, Excel, PowerPoint and CRM.
  • Masters or an advanced degree will be considered as an advantage.
  • Knowledge and experience in the immigration by investment industry.
  • Strong international networks that allow for business development.

Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development. If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.

At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic.

We value your privacy and are committed to protecting your personal information. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy

We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy

Job Summary

JOB TYPE

Full Time

POST DATE

05/13/2024

EXPIRATION DATE

08/05/2024

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The job skills required for Relationship Manager include Client Relationship, Customer Service, Collaboration, Futures, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Manager. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Relationship Manager positions, which can be used as a reference in future career path planning. As a Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Manager. You can explore the career advancement for a Relationship Manager below and select your interested title to get hiring information.

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If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Relationship Manager job description and responsibilities

Analyzed personal and financial data to deepen current profitable client relationships while providing financial advice and counseling to all bank customers.

03/13/2022: Brownsville, TX

These relationship managers should be made use of for only banking transactions such as draft making, account statement etc.

02/06/2022: Long Beach, CA

Maintaining strong relationships with clients to build trust.

02/17/2022: Chico, CA

Too often a relationship manager fails to really understand the customers' business.

02/24/2022: New London, CT

Relationship Managers are responsible to build client relationships with various business clients and customers.

02/19/2022: Orange, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Relationship Manager jobs

Strong communication and coordination skills are needed for facilitating better relationships with clients and other partners.

12/19/2021: Cheyenne, WY

Complex relationships will be managed, structured, underwrited, negotiated, and secured with es structure, underwrite, negotiate and manage complex credit relationships.

02/15/2022: Alamogordo, NM

They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.

03/12/2022: La Crosse, WI

Get comfortable speaking to people.

02/11/2022: Grand Rapids, MI

Following up with clients and delivering quality service to paid members and working closely to maintain a good rapport with them.

02/14/2022: Columbus, GA

Step 3: View the best colleges and universities for Relationship Manager.

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