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Financial Relationship Manager

Finance
Financial Sales
Financial Services Sales Agent

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.

At a Glance

Financial Relationship Manager. Typical education: Bachelor's degree. Experience: 5.3–5.7 years. Top skills: Sales, Marketing, Communication.

Avg Annual Salary

Not available

Typical Education

Bachelor's degree

Experience

5.3–5.7 years

Job Postings

3

Parent Occupation (O*NET)

Securities, Commodities, and Financial Services Sales Agents

Median Wage

$78,140/yr

Growth (2024-34)

+3.3%

Education

Bachelor's degree

Skills & Requirements

Specialized Skills (18)

Marketing

5.0

Financial Services

5.0

Sales Prospecting

4.9

Selling Techniques

4.9

Loans

4.9

Banking

4.9

Customer Relationship Management

4.8

Commercial Banking

4.8

Risk Appetite

4.8

Payment Processing

4.8

Accounting

4.8

Financial Statements

4.8

Outbound Calls

4.8

Loan Documentation

4.8

Business Relationship Management

4.8

Management Consulting

4.7

Marketing Strategies

4.7

Regulatory Compliance

4.7

Common Skills (12)

Sales

5.0

Communication

5.0

Relationship Management

5.0

Problem Solving

5.0

Customer Service

4.9

Management

4.9

Presentations

4.9

Operations

4.9

Interpersonal Communications

4.8

Influencing Skills

4.8

Related Specializations

Other specialized occupations in this field. Many share overlapping skills, making lateral moves more accessible.

Related Pages

Frequently Asked Questions

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