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Become A Relationship Manager

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Working As A Relationship Manager

  • Interacting With Computers
  • Communicating with Supervisors, Peers, or Subordinates
  • Guiding, Directing, and Motivating Subordinates
  • Coaching and Developing Others
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Make Decisions

  • $90,651

    Average Salary

What Does A Relationship Manager Do

Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.

Duties

Financial managers typically do the following:

  • Prepare financial statements, business activity reports, and forecasts
  • Monitor financial details to ensure that legal requirements are met
  • Supervise employees who do financial reporting and budgeting
  • Review company financial reports and seek ways to reduce costs
  • Analyze market trends to maximize profits and find expansion opportunities
  • Help management make financial decisions

The role of the financial manager, particularly in business, is changing in response to technological advances that have substantially reduced the amount of time it takes to produce financial reports. Financial managers’ main responsibility used to be monitoring a company’s finances, but they now do more data analysis and advise senior managers on ways to maximize profits. They often work on teams, acting as business advisors to top executives.

Financial managers also do tasks that are specific to their organization or industry. For example, government financial managers must be experts on government appropriations and budgeting processes, and healthcare financial managers must know about topics in healthcare finance. Moreover, financial managers must be knowledgeable about special tax laws and regulations that affect their industry.

The following are examples of types of financial managers:

Chief financial officers (CFOs) are accountable for the accuracy of a company’s or organization’s financial reporting, especially among publicly traded companies. As head of a company’s entire financial department, they manage the lower level financial managers. They oversee the company’s financial goals, objectives, and budgets.

Controllers direct the preparation of financial reports that summarize and forecast the organization’s financial position, such as income statements, balance sheets, and analyses of future earnings or expenses. Controllers also are in charge of preparing special reports required by governmental agencies that regulate businesses. Often, controllers oversee the accounting, audit, and budget departments of their organization.

Treasurers and finance officers direct their organization’s budgets to meet its financial goals. They oversee the investment of funds and carry out strategies to raise capital (such as issuing stocks or bonds) to support the firm’s expansion. They also develop financial plans for mergers (two companies joining together) and acquisitions (one company buying another).

Credit managers oversee their firm’s credit business. They set credit-rating criteria, determine credit ceilings, and monitor the collections of past-due accounts.

Cash managers monitor and control the flow of cash that comes in and goes out of the company to meet the company’s business and investment needs. For example, they must project cash flow (amounts coming in and going out) to determine whether the company will have a shortage or surplus of cash. 

Risk managers control financial risk by using strategies to limit or offset the probability of a financial loss or a company’s exposure to financial uncertainty. Among the risks they try to limit are those that stem from currency or commodity price changes.

Insurance managers decide how best to limit a company’s losses by obtaining insurance against risks, such as the need to make disability payments for an employee who gets hurt on the job or the costs imposed by a lawsuit against the company.

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How To Become A Relationship Manager

Financial managers typically have a bachelor’s degree and 5 years or more of experience in another business or financial occupation, such as an accountant, securities sales agent, or financial analyst.

Education

A bachelor's degree in finance, accounting, economics, or business administration is often the minimum education needed for financial managers. However, many employers now seek candidates with a master’s degree, preferably in business administration, finance, or economics. These academic programs help students develop analytical skills and learn financial analysis methods and software.

Licenses, Certifications, and Registrations

Professional certification is not required, but some financial managers still get it to demonstrate a level of competence. The CFA Institute confers the Chartered Financial Analyst (CFA) certification to investment professionals who have at least a bachelor’s degree, 4 years of work experience, and pass three exams. The Association for Financial Professionals confers the Certified Treasury Professional credential to those who pass an exam and have a minimum of 2 years of relevant experience.

Work Experience in a Related Occupation

Financial managers usually have experience in another business or financial occupation. For example, they may have worked as a loan officer, accountant, securities sales agent, or financial analyst. 

In some cases, companies provide formal management training programs to help prepare highly motivated and skilled financial workers to become financial managers.

Important Qualities

Analytical skills. Financial managers increasingly are assisting executives in making decisions that affect their organization, a task which requires analytical ability.

Communication skills. Excellent communication skills are essential because financial managers must explain and justify complex financial transactions.

Detail oriented. In preparing and analyzing reports such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors.

Math skills. Financial managers must be skilled in math, including algebra. An understanding of international finance and complex financial documents also is important.

Organizational skills. Financial managers deal with a range of information and documents and so they must stay organized to do their jobs effectively.

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Relationship Manager jobs

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Relationship Manager Career Paths

Relationship Manager Demographics

Gender

Male

50.3%

Female

47.0%

Unknown

2.7%
Ethnicity

White

76.1%

Hispanic or Latino

10.4%

Asian

10.1%

Unknown

2.5%

Black or African American

0.9%
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Languages Spoken

Spanish

46.4%

French

10.5%

Mandarin

5.8%

Chinese

5.8%

German

4.2%

Arabic

4.0%

Hindi

3.3%

Portuguese

3.3%

Italian

2.6%

Korean

1.9%

Russian

1.6%

Japanese

1.6%

Urdu

1.6%

Greek

1.4%

Polish

1.4%

Cantonese

1.2%

Vietnamese

0.9%

Turkish

0.9%

Bengali

0.9%

Romanian

0.7%
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Relationship Manager Education

Schools

University of Phoenix

23.3%

DePaul University

5.6%

Georgia State University

5.6%

New York University

5.5%

University of Arizona

4.4%

Arizona State University

4.4%

Northeastern University

4.4%

University of Utah

3.9%

Pennsylvania State University

3.9%

Villanova University

3.8%

Florida International University

3.8%

Fordham University

3.6%

University of Iowa

3.6%

Southern New Hampshire University

3.6%

University of Missouri - Saint Louis

3.6%

Temple University

3.4%

George Washington University

3.4%

Liberty University

3.4%

Michigan State University

3.4%

Boston University

3.4%
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Majors

Business

35.9%

Finance

16.2%

Marketing

7.3%

Communication

5.0%

Management

4.7%

Accounting

4.6%

Economics

3.9%

Psychology

2.8%

Political Science

2.4%

Criminal Justice

1.9%

Human Resources Management

1.9%

Liberal Arts

1.7%

Education

1.6%

English

1.6%

Computer Science

1.5%

History

1.5%

General Studies

1.4%

Project Management

1.4%

Public Relations

1.4%

Computer Information Systems

1.2%
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Degrees

Bachelors

47.9%

Masters

25.3%

Other

16.1%

Associate

5.5%

Certificate

3.0%

Doctorate

1.0%

Diploma

0.8%

License

0.4%
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Real Relationship Manager Salaries

Job Title Company Location Start Date Salary
Director, Relationship Manager Westpac Banking Corporation New York, NY May 13, 2013 $250,000
Director, Relationship Manager SG Americas Securities, LLC New York, NY Oct 01, 2014 $240,000
Relationship Manager (Trade and Commodity Finance) SG Americas Securities, LLC New York, NY May 07, 2016 $227,178
Relationship Manager for Multinational U.S. Corpor Unicredit Bank AG New York, NY Jun 23, 2014 $218,774 -
$235,000
Consultant Relationship Manager HSBC Global Asset Management New York, NY Jun 19, 2015 $195,000
Consultant Relationship Manager HSBC Global Asset Management (USA) Inc. New York, NY Nov 19, 2015 $195,000
Director, Relationship Manager BNP Paribas Houston, TX Feb 17, 2015 $185,000
Relationship Manager/Vice President Espirito Santo Bank Miami, FL Dec 15, 2013 $180,000
Relationship Manager HSBC Bank USA, N.A. Miami, FL Jan 10, 2014 $170,000
Relationship Manager-Structured Commodity Financ MacQuarie Holdings (USA) Inc. New York, NY Sep 03, 2013 $160,000
Technology Relationship Manager (Software Application Manager) Wells Fargo Bank, N.A. Charlotte, NC Nov 23, 2016 $158,038
Relationship Manager HSBC Bank USA, N.A. New York, NY Sep 18, 2013 $155,000
Principle Relationship Manager Citrix Systems, Inc. Santa Clara, CA Sep 10, 2015 $155,000 -
$165,000
Relationship Manager, Consulting Analyst Citigroup Global Markets Inc. New York, NY Sep 15, 2016 $153,546
Relationship Manager, International Sales Altar Produce LLC Calexico, CA Oct 11, 2014 $121,047
Relationship Manager Brown Brothers Harriman &Amp; Co. New York, NY Sep 01, 2014 $120,000 -
$130,000
Relationship Manager HSBC Bank USA, N.A. Miami, FL Oct 03, 2016 $120,000
Relationship Manager Bloomberg, LP New York, NY Sep 01, 2013 $116,000
Relationship Manager HSBC Bank USA, N.A. Miami, FL Jun 17, 2013 $115,000
Relationship Manager Rockefeller Philanthropy Advisors, Inc. New York, NY Sep 20, 2014 $115,000 -
$160,000
Strategic Relationship Manager Fusesport, Inc. Colorado Springs, CO Jan 14, 2013 $113,000 -
$130,000
Associate Relationship Manager, Broker Dealer The Bank of New York Mellon Boston, MA Oct 01, 2015 $89,000
Relationship Manager Saksoft, Inc. Chantilly, VA Feb 01, 2014 $88,000 -
$90,000
Relationship & Strategic Manager Brasil Telecom of America, Inc. Boca Raton, FL Dec 01, 2013 $87,485 -
$117,000
Relationship Manager Citicorp North America, Inc. New York, NY Jun 23, 2014 $85,000
Relationship Manager HSBC Bank USA, N.A. Miami, FL Feb 16, 2016 $85,000
Relationship Manager Bloomberg, LP New York, NY Jun 02, 2014 $85,000 -
$135,000
Global Relationship Manager Frank Russell Company New York, NY Nov 09, 2016 $85,000 -
$95,000

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Top Skills for A Relationship Manager

FinancialServicesFinancialProductsLoanPortfolioCustomerServiceEnsureComplianceClientRelationshipsCreditCardProcessingBusinessDevelopmentRelationshipManagementCustomerSatisfactionLossMitigationRealEstatePayrollNewClientsBusinessPartnersSalesGoalsCustomerRelationshipsClientBaseBusinessRelationshipsFinancialNeeds

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Top Relationship Manager Skills

  1. Financial Services
  2. Financial Products
  3. Loan Portfolio
You can check out examples of real life uses of top skills on resumes here:
  • Secured new business for GM financial services with 30% of dealers within territory.
  • Negotiated deals with large companies regarding employee discounts, account rates, credit cards and other financial products.
  • Managed a loan portfolio with credit exposure of $15MM with loan outstanding of $12MM.
  • Trained top annuity producers and won quality award for customer service achieving the highest average shop score in the Youngstown affiliate.
  • Served as Oversight Manager for federal sales and various support contracts, applying legal knowledge to ensure compliance with contract requirements.

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