Job Overview:

• We are seeking a skilled and client-oriented Relationship Manager to join our client’s team.
• As a Relationship Manager, you will be responsible for managing a portfolio of clients, understanding their investment objectives, and delivering customized solutions to meet their needs.

Responsibilities:

Client Relationship Management:

• Build and nurture strong relationships with clients, including institutional investors, corporations, and high-net-worth individuals, to understand their investment goals, risk tolerance, and financial preferences.
• Serve as the primary point of contact for clients, addressing inquiries, providing investment advice, and delivering personalized solutions to meet their evolving needs.
• Conduct regular meetings, reviews, and communications with clients to assess performance, discuss investment strategies, and offer recommendations.

Portfolio Analysis and Investment Advisory:

• Analyze client portfolios, asset allocations, and investment holdings to evaluate performance, risk exposure, and alignment with investment objectives.
• Provide proactive investment advice, asset allocation strategies, and product recommendations based on client profiles, market trends, and economic outlook.

New Client Acquisition and Business Development:

• Identify and pursue opportunities for new client acquisition, leveraging existing networks, referrals, and marketing initiatives to expand the client base.
• Develop and implement business development strategies, including client prospecting, presentations, and relationship-building activities to grow assets under management (AUM) and revenue.

Requirements

Qualifications:

• Bachelor’s degree in Finance, Business Administration, Economics, or related field.
• Minimum of 3 years of experience in relationship management, client advisory, or similar roles within the asset management industry.
• Strong understanding of financial markets, investment products, asset allocation strategies, and risk management principles..
• Proven track record of managing client portfolios, achieving revenue targets, and driving business growth in a competitive environment.