Banking Relationship Manager (Financial Services Sales)
Mackenzie Health Care
About this role
This role involves developing and servicing comprehensive personal financial relationships with affluent clients through professional sales efforts. The Relationship Manager assesses client needs, presents financial products and services, and manages client portfolios to ensure profitability and growth.
Skills
Qualifications
About Mackenzie Health Care
mckenzietherapy.comMckenzie & Associates is a private psychotherapy and counseling practice offering mental health services to individuals, couples, and families. Their licensed clinicians deliver evidence-based, client-centered treatment for concerns such as anxiety, depression, relationship difficulties, and life transitions. They provide personalized care through in-person and virtual sessions, emphasizing confidentiality, collaboration, and measurable progress. Clients work with the practice for experienced, compassionate support and tailored treatment plans.
About Mackenzie Health Care
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Mackenzie Health Care.
Salary
$60k
per year
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