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How to Format Your Relationship Manager Cover Letter

Visit our helpful cover letter format and writing guide for additional advice on how to customize your application, or read on to find finance-related advice.

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  • Contact information:

    • Make sure your professional cover letter header matches your resume for a cohesive look. Include your name, phone number and email. 

       

  • Date and recipient's mailing information:

    • Visit the company’s directory to research the hiring manager and contact info. Add the date of writing, followed by the manager’s name, job title and professional mailing address. 

       

  • Greeting:

    • Begin the letter with a professional salutation. We prefer the following formal greetings: “Dear Mr./Ms. Last Name,” “Hello, Mr./Ms. Last Name,” or the last resort, “To whom it may concern.”

       

  • Introduction:

    • Add the name of the position and company, how you learned about it, and one finance skill or accomplishment to advertise your suitability in this opening paragraph.

       

  • Body:

    • Use one or two paragraphs to elaborate on one or two accomplishments listed on your relationship manager resume. The goal is to quantify your training further and prove your proficiency.  

       

  • Closing statement:

    • In the final paragraph, reiterate your interest and qualifications. Express your eagerness to discuss your candidacy in an interview further.

       

  • Signature:

    • End the letter with a formal closing followed by your full name and, if applicable, your professional titles or certifications. Acceptable signatures include “Salutations,” “Best,” or “Regards.”

Use Skills to Personalize Your Relationship Manager Cover Letter

These resume skills and accomplishments are the foundation for a solid relationship manager cover letter. Highlight your soft, hard and technical skills to build and manage successful client relationships and drive business growth.

1
Client relationship management:

Building, nurturing and maintaining strong interpersonal relationships with clients to ensure satisfaction and loyalty.

 

2
Cross-selling and upselling:

Skill in identifying opportunities to promote additional products or services to existing clients, thereby increasing revenue.

 

3
Account portfolio management:

Competence in managing client accounts, including monitoring performance, addressing issues and ensuring growth.

 

4
Data analysis:

Proficiency in analyzing client data to identify trends, preferences and opportunities for improvement in client relationships.

 

5
Strategic communication:

The skill to communicate effectively with clients verbally and in writing to convey value and address concerns strategically.

 

6
Needs assessment:

Ability to assess client needs and tailor solutions to meet their requirements, enhancing client satisfaction.

 

7
Negotiation and conflict resolution:

Competence in negotiating terms and resolving conflicts to maintain positive client relationships.

 

8
Financial acumen:

Knowledge of economic principles to understand client financial statements and assess financial health.

 

9
Market research:

Marketing skills in researching industry trends and providing clients with valuable insights.

 

10
Product knowledge:

Proficiency in understanding and explaining complex products or services to clients, demonstrating expertise.

 

11
CRM software:

Competence in using customer relationship management (CRM) software to track client interactions and manage relationships efficiently.

 

12
Risk management:

Ability to assess and mitigate risks associated with client relationships, ensuring stability and trust.

 

13
Contract management:

Skill in managing client contracts, including negotiations, renewals and compliance.

 

14
Team collaboration:

Competence in collaborating with internal teams to address client needs and provide seamless service.

 

15
Regulatory compliance:

Knowledge of industry regulations and the ability to ensure that client interactions and agreements comply with legal requirements.

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PRO TIP:

Don’t overstuff your cover letter — limit yourself to one or two skills so you can adequately highlight your accomplishments. Prioritize skills or achievements requested on the job advertisement to score well on applicant tracking systems (ATS). Visit our ATS resume article to learn more about these tools.

Free Relationship Manager Cover Letter Example

Dear Ms. Regan:

After learning about your need for a Relationship Manager, I hastened to submit my resume for your review. I would significantly benefit your company with my extensive experience managing high-value client accounts and communicating consistently with clients and global teams across all organizational levels to maximize customer service and satisfaction.

My background has prepared me to excel in this position, from networking with stakeholders and managing client-focused projects to identifying new business opportunities and building solid internal and external relationships. My ability to analyze data keenly and communicate effectively and strategically with clients, as well as my strong organizational and interpersonal skills, allows me to thrive in this role.

Consider the following highlights of my qualifications:

  • Building and maintaining beneficial and trusting relationships with global customers and optimizing client service and support; expanding existing relationships, monitoring relationship profitability, and developing strategic and innovative ideas to accelerate revenue.
  • Successfully overseeing a $125M portfolio comprising 397 high-net-worth clients, producing approximately $2.75M in annual revenue.
  • Developing solid partnerships with clients, peers, vendors and management teams to facilitate efficiency and productivity and achieve success while ensuring top-flight quality assurance.
  • Leveraging superior communication, time management and motivational skills to propel projects and teams to peak results.
  • Earning a Bachelor of Science degree in Business Administration with an emphasis in Marketing in 2010 from the University of Toledo.

With my expertise in account and relationship management functions and my dedication to providing exceptional client service, I am well-positioned to surpass your expectations for this role swiftly. I look forward to discussing the position in further detail.

Thank you for considering my application.

Sincerely,

Jennifer N. Niles

This cover letter combines a professional introduction, relevant experience, specific achievements, technical and soft skills, educational background and a proactive attitude. It demonstrates enthusiasm for the position and readiness to contribute to the organization.

Add a Resume as a Foundational Base

A cover letter helps promote your resume — but your resume acts as an essential building block for your job search. This concise summary helps hiring managers trace your training, experience, skill development and accomplishments. The following help articles, online tools and samples can help you improve your resume.

Relationship Manager Cover Letter FAQ

Do applicant tracking systems (ATS) scan cover letters, and how can I make sure mine passes through ATS? 

Yes, ATS often scans cover letters. To ensure yours gets noticed, use relevant keywords from the job description, keep formatting straightforward and submit it in a compatible format such as PDF or Word.

 

 

Why are action verbs important in a relationship manager cover letter?

Action verbs like “built,” “nurtured” and “achieved” make your accomplishments more dynamic. They convey your proactive approach and ability to drive results, essential in a relationship management role.

 

How can I tailor my relationship manager cover letter to a job posting?

To tailor your cover letter, carefully review the job description and customize your cover letter to emphasize relevant skills and experiences that align with the role. Show how your background directly meets the company’s needs.

 

Should I include references in my relationship manager cover letter?

No, references belong on a separate page and should not be included in the cover letter. State that references are available upon request. Share detailed references when the employer asks for them.

 

How do I describe my work experience effectively on a relationship manager cover letter?

Describe your work experience by highlighting key accomplishments and responsibilities in concise, quantifiable terms. Focus on how your actions positively impacted client relationships, revenue growth and overall business success.