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Senior Relationship Manager, CA

Company: VirtualVocations
Location: Norwalk
Posted on: April 6, 2025

Job Description:

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

Keywords: VirtualVocations, Los Angeles , Senior Relationship Manager, CA, Accounting, Auditing , Norwalk, California

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