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Relationship Manager

Job Description - Relationship Manager

Our client is a leading financial institution providing financial advisory, capital raising and investment management services for private individuals, institutions, governments, and government agencies.

Key Responsibilities

  • Ability to grow assets under management using their wealth of experience and client base to sell our products and services.
  • Deposit mobilization/Liability generation.
  • Responsible for defining and ensuring the organizations' short-medium-long term strategies.
  • Maintain relationships with clients by assessing asset status, needs, risks, goals and progress.
  • Prepare weekly and monthly reports when due.
  • Serve as the main point of contact for clients, addressing queries, concerns, and requirements promptly



Requirements

  • Minimum of Bachelor’s degree in Finance, Accounting or related field.
  • Relationship management experience of more than 3 years from an asset management company
  • A good clientele base including HNIs.
  • Fantastic negotiation and communication skills.
  • A B.Sc. from a reputable institution.
  • Proven track record of achieving sales targets and growing client relationships.
     



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