Relationship Manager

Job Description

About The Role :

Are you a dynamic professional looking for new opportunities in the financial services industry? Join our team as a Relationship Manager, where you’ll play a pivotal role in maintaining strong client relationships, identifying new business opportunities, and contributing to our continued success.

Tasks and Responsibilities :

• Cultivate and maintain strong relationships with clients or investors by providing exceptional service, understanding their financial objectives and guiding them toward suitable solutions.
• Provide personalized financial advice and investment recommendations aligned with clients’ goals and risk profiles.
• Proactively seek opportunities to expand the retail client base and increase assets under management (AUM).
• Manage sales efforts, including crafting and delivering presentations, negotiating contracts, and tracking sales activity.

Requirements :

• Bachelor’s Degree from a reputable university, majoring in Finance, Business, Economics, or related field.
• More than 2 years of hands-on experience in sales/marketing within the investment industry.
• Proven track record of successfully growing AUM and expanding client portfolios.
• Existing network of high-net-worth clients is a plus.
• Preferably holds an active WAPERD (Mutual Fund Selling Agent Representative) or WPPE (Broker Dealer).