Job Summary

• The Relationship Manager will be responsible for developing and maintaining strong relationships with clients, understanding their investment goals and objectives, and providing tailored investment solutions to meet their needs.
• This role requires excellent communication and interpersonal skills, as well as a deep understanding of financial markets and investment products.

Key Responsibilities

• Develop and maintain strong relationships with existing clients, ensuring their investment needs are met and providing exceptional customer service.
• Provide personalized investment advice to clients based on their financial goals, risk tolerance, and investment preferences.
• Actively manage client investment portfolios, making recommendations and adjustments as needed to optimize performance.
• Identify new business opportunities and generate leads through networking, referrals, and other sales strategies.
• Present our asset management services to potential clients, effectively communicating the benefits and value proposition.
• Stay informed about market trends, economic developments, and industry regulations to provide clients with accurate and timely investment advice.
• Collaborate with other team members and departments to deliver comprehensive solutions to clients and achieve business objectives.
• Maintain accurate records of client interactions, transactions, and portfolio performance using CRM software or other relevant systems.
• Meet or exceed sales targets and performance metrics set by management.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• 3 – 10 years of proven experience as a Relationship Manager or similar role within the asset management industry.
• Strong knowledge of investment products, financial markets, and wealth management principles.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Demonstrated sales and negotiation skills, with a track record of achieving targets and driving revenue growth.
• Ability to analyze complex financial data and make informed investment decisions.
• Professional certifications such as CFA, CFP, or CRM will be an advantage.
• Proficiency in Microsoft Office Suite and CRM software.
• Valid certification from relevant regulatory bodies (SEC) is required.