Financial Services Relationship Manager

3 weeks ago


Vienna, Virginia, United States Sandy Spring Bancorp Full time

About the Job:

We are seeking a skilled Relationship Manager to join our team at Sandy Spring Bancorp. As a key member of our investment advisory services team, you will be responsible for providing exceptional client service, developing new business opportunities, and promoting the growth and profitability of our firm.

Key Responsibilities:

• Develop and maintain strong relationships with clients to achieve consistent client service and drive business growth

• Provide financial planning advice and guidance on portfolio allocation, security selection, and implementation

• Collaborate with internal teams to expand the team approach to service existing clients and attract new ones

• Cultivate and maintain relationships with sources of new business, including company officials, attorneys, accountants, and other centers of influence

Requirements:

• Bachelor's degree or higher in finance or related field

• Minimum of five years of work-related experience in financial planning, advising, or as a client service professional or financial/investment analyst

• Strong analytical ability, problem-solving skills, and personal integrity

• Proficient computer skills, including Microsoft Office suite and other platforms

Working Conditions:

Normal office environment with minimal discomfort due to temperature, dust, noise, or other disagreeable elements

Must be able to travel to remote company and/or client locations



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