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Relationship Manager

Job Description - Relationship Manager

Our client is a leading investment banking firm focused on providing financial advisory, capital raising and investment management.

Key Responsibilities
  • The staff is required to grow our assets under management using their wealth of experience and client base to sell the product and services of the company.
  • Manage client assets according to investment preferences and goals.
  • Meet with clients to assess asset status, needs, risks, goals and progress.
  • Prepare financial statements, business activity reports and forecasts.
  • Develop, organize and maintain client portfolios



Requirements

  • Minimum of Bachelor’s degree in Finance, Accounting or related field
  • Minimum of First degree or its equivalent.
  • Relevant professional qualifications. A relevant Master’s degree/ MBA is an added advantage.
  • Minimum of 3-8 years cognate experience. Experience should typically be in credit/marketing, relationship management, treasury sales, private banking and funds management functions in the banking sector.
  • Good understanding of treasury and private banking products/services.
  • Ability to generate income, grow customer base and manage strategic relationships with clients/ customers.
  • Strong marketing, relationship management and networking skills.
  • Strong communication and presentation skills.



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