Offer summary

Qualifications:

Bachelor's degree in Finance, Business Administration or related field, Proven experience in sales or wealth management.

Key responsabilities:

Build strong client relationships

Acquire new business opportunities

Offer tailored financial advice

Stay updated on market trends

Ensure compliance with regulations

Job description

Overview

The Relationship Manager plays a crucial role in the organization, responsible for building and maintaining strong relationships with clients. They are instrumental in acquiring new business, managing existing accounts, and providing exceptional service to clients. This position is vital in driving revenue and maintaining client satisfaction, thereby contributing significantly to the success and growth of the organization.

Key responsibilities

Develop and maintain strong relationships with clients to ensure long-term business growth and success.
Identify potential clients and proactively acquire new business opportunities through cold calls, networking, and referrals.
Consult with clients to understand their financial goals and provide tailored investment and wealth management solutions.
Effectively manage a portfolio of clients, assess their needs, and provide appropriate financial advice.
Stay updated on market trends, investment products, and financial services to provide informed and accurate advice to clients.
Collaborate with internal teams, such as investment advisors and analysts, to develop comprehensive financial strategies for clients.
Monitor and analyze clients' financial situations, and update investment strategies as needed.
Ensure compliance with regulatory standards and company policies in all client interactions and transactions.
Resolve client inquiries, issues, and complaints in a timely and professional manner to maintain high satisfaction levels.
Conduct regular reviews and meetings with clients to assess their financial goals and overall satisfaction with the services provided.
Participate in networking events, industry seminars, and conferences to expand professional contacts and market presence.
Prepare and present reports on client portfolio performance, market trends, and investment insights to clients and prospects.
Contribute to the development of marketing strategies and materials to attract new clients and promote the organization's financial services.
Stay attuned to competitors' activities and market trends to identify potential opportunities and threats to the business.

Required qualifications

Bachelor's degree in Finance, Business Administration, Economics, or related field.
Proven experience in sales, financial services, or wealth management.
Demonstrated success in acquiring and managing high-net-worth clients.
Strong understanding of investment products, wealth management, and financial planning.
Excellent communication and interpersonal skills to interact effectively with clients and colleagues.
Ability to analyze complex financial data and provide informed recommendations to clients.
In-depth knowledge of industry regulations, compliance standards, and ethical practices.
Proficiency in using financial software, CRM systems, and Microsoft Office suite.
Sales-oriented mindset with a drive to meet and exceed business targets.
Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) preferred.
Proven track record of maintaining high client satisfaction and retention rates.
Ability to work independently and manage time effectively to handle a diverse client portfolio.
Strong networking abilities to source and nurture client relationships.
Flexibility to travel and attend client meetings, events, and industry conferences as necessary.
A commitment to continuous learning and staying updated on industry trends and best practices.

Required profile