Relationship Manager
3 weeks ago
The Offer
- Good Opportunity
The Job
You will be responsible for :
- Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives.
- Developing strong internal relationships to optimise service delivery and ensure all practices are in line with internal guidelines and statutory requirements.
- Investing client capital in line with their investment objectives and risk profile to achieve maximum returns on their investments.
- Managing asset allocation and positions.
- Portfolio optimisation and enhancement.
- Participating in account reviews & preparing and delivering client presentations.
The Profile
- You have at least 1 year experience including solid experience in a similar role within Financial Services.
- You are a strong networker & relationship builder
- You are adaptable and thrive in changing environments
- You are highly goal driven and work well in fast paced environments
The Employer
Our client is a boutique Company, of independent financial distributors, that offers financial services to a variety of clients whether HNIs, Corporate houses or other consulting firms under one umbrella.
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