Relationship Manager

Job Description

• Support AUM drive-by segmenting the HNI target market and providing periodic reports on potential new business opportunities. 
• Responsible for the end-to-end process of account opening and client onboarding.
• Manage KYC documentation for new and existing clients.
• Responsible for generating client statements periodically.
• Process client redemptions and payouts as requested.
• Deliver exceptional client experience through client appreciation and recognition initiatives.
• Ensure communication to clients meets all defined internal control standards and external regulatory requirements. 
• Implement and participate in compliance-related activities within the internal teams and other stakeholders.
• Attend product training (Roadshows) to be up-to-date with the market developments.
• Assist with generating new business with financial institutions such as PFAs, HMOs, Insurances firms, and soon.

Job Requirement

• Bachelor's Degree in Finance, Accounting, Business Administration, Economics, or a similar course of study from a reputable university.
• At least 3- 5 years of work experience in the Private Banking or Financial Services industry.
• Previous experience in a client service role in Private Banking or Financial Services.

Desired Knowledge, Skills, and Attributes:

• Focuses on the client experience
• Good understanding of the investment products and landscape globally or locally.
• Strong relationship management skills.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
• Good knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate