Job Summary

As the Relationship Manager, you will be responsible for managing investor relationships, driving assets under management (AUM) growth, and acquiring new clients while delivering exceptional wealth management solutions.

Responsibilities

• Build and maintain strong relationships with high-net-worth individuals (HNIs) and institutional investors to drive portfolio growth

• Identify and acquire new clients through referrals, networking, and business development initiatives

• Promote investment products and provide tailored wealth management solutions to meet client objectives

• Manage investor portfolios, maintain accurate client records, and provide regular performance updates

• Ensure compliance with KYC requirements, regulatory standards, and internal policies in all client interactions

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA, CFA, CISI, or other relevant professional certifications are an added advantage

• Minimum of 5 years' experience in relationship management, wealth management, investment advisory, private banking, or asset management

• Proven track record of managing and growing a portfolio of high-value clients and investment assets

• Strong knowledge of investment products, capital markets, fixed income instruments, and wealth management solutions

• Excellent communication, relationship management, negotiation, and business development skills