Relationship Manager - Wealth Management

We are seeking a dynamic and results-oriented Relationship Manager specializing in Wealth Management to join our team. The ideal candidate will be responsible for managing client relationships, providing investment advice, and promoting our range of financial products including mutual funds, portfolio management services (PMS), and alternative investment funds (AIF). This role requires a proactive approach to client acquisition and retention, ensuring that clients receive exceptional service and tailored financial solutions to meet their investment goals.

Key Responsibilities:

• Develop and maintain strong relationships with clients, understanding their financial needs and objectives.
• Provide expert advice on investment opportunities, including mutual funds, PMS, and AIF.
• Actively seek new clients through various acquisition strategies, including networking and referrals.
• Conduct regular reviews of client portfolios and recommend adjustments as necessary to align with market trends and client goals.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Stay updated on market developments and regulatory changes affecting the wealth management industry.

Required Skills:

• Proven experience as a Relationship Manager or similar role in wealth management or financial services.
• Strong knowledge of mutual funds, PMS, AIF, and investment strategies.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Strong analytical skills to assess client portfolios and market conditions.
• Ability to work independently and as part of a team in a fast-paced environment.
• A proactive approach to client acquisition and retention.

If you are passionate about helping clients achieve their financial goals and have a strong background in wealth management, we encourage you to apply for this exciting opportunity.