Job Title: Portfolio Relationship Manager
We are seeking an experienced and skilled Portfolio Relationship Manager to join our team. As a key member of our organization, you will be responsible for managing relationships with a portfolio of borrower's accounts.
This role involves generating revenue from a portfolio of accounts in line with monthly targets, providing exceptional customer service and communicating with customers in a clear and concise manner, meeting with borrowers as required and adhering to service plans, and managing risk through compliance with policies, procedures and legislative requirements.
About the Role
The successful candidate will have a strong understanding of financial products and services, excellent communication and interpersonal skills, and the ability to work effectively in a fast-paced environment. If you are a motivated and results-driven individual who is passionate about delivering high-quality customer service, we would like to hear from you.
Responsibilities
* Generate revenue from a portfolio of accounts in line with monthly targets
* Provide exceptional customer service and communicate with customers in a clear and concise manner
* Meet with borrowers as required and adhere to service plans
* Manage risk through compliance with policies, procedures and legislative requirements
Requirements
* Leaving Certificate or equivalent
* Accredited Product Adviser (desirable)
* Qualified Financial Adviser (desirable)
We Offer
We offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive salary and benefits package. If you are a talented and motivated individual who is looking for a new challenge, please apply now.