Senior Relationship Manager, CA

A company is looking for a Senior Relationship Manager, Income Property Group. Key Responsibilities Serve as a Trusted Advisor to clients by understanding their business and providing tailored financial solutions Educate clients on the full range of financial products and facilitate introductions to product partners Manage and optimize the portfolio for profitability and asset quality while identifying cross-sell opportunities Required Qualifications Bachelor's Degree in accounting, finance, or a related field, or equivalent experience At least 7+ years of experience in real estate finance Understanding of balancing business development with asset quality and risk management Ability to work effectively in a team to deliver comprehensive client solutions

Mar 24, 2025 - 21:56

A company is looking for a Senior Relationship Manager, Income Property Group. Key Responsibilities Serve as a Trusted Advisor to clients by understanding their business and providing tailored financial solutions Educate clients on the full range of financial products and facilitate introductions to product partners Manage and optimize the portfolio for profitability and asset quality while identifying cross-sell opportunities Required Qualifications Bachelor's Degree in accounting, finance, or a related field, or equivalent experience At least 7+ years of experience in real estate finance Understanding of balancing business development with asset quality and risk management Ability to work effectively in a team to deliver comprehensive client solutions