Job Description
JOB SUMMARY
Responsible for converting existing relationships to the Firm, acquiring, managing, and growing client investment portfolios by providing tailored financial solutions aligned with clients’ goals. The Relationship Manager drives business growth through proactive sales efforts, market development initiatives, and relationship-building activities that is directed towards deepening the Firm’s share of the client’s wallet. These activities include regular client conversation to update on markets, products, portfolio performance and the clients’ other investment activities. The role also entails continuous portfolio management, market monitoring, and the strategic positioning of pooled fund instruments.
In addition, the Relationship Manager plays a key role in business development by leading investment-related events, collaborating with key stakeholders, and increasing relationship breadth through networking and nurturing relationships with existing client...