Client Relationship Officer

Job Reference: 988017

On behalf of a client, we are recruiting for a Client Relationship Officer. The post holder will foster client relationships, and drive business growth.

  • Cultivate strong client relationships to understand and address their financial needs through personalized solutions.
  • Managing sales activities and leveraging digital tools.
  • Assist in acquiring and retaining clients through proactive engagement and marketing initiatives
  • Deliver superior customer service across all interactions, ensuring high satisfaction levels.
  • Adhere to regulatory guidelines and internal policies to maintain security and confidentiality
  • Bachelor’s degree in relevant fields such as Banking & Finance, Business Administration, or Accounting.
  • Minimum 2 years of experience with a focus on sales or operations.
  • Understanding of the regulatory requirements.
  • Knowledge of financial reporting is a plus.


Apply now to embark on a rewarding career journey!

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email

Apply for this role

colin smith

Colin Smith
Senior Recruiter
+1 345 743 1769


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