Head Relationship Manager
3 weeks ago
About 4S Advisory
We are a leading investment advisory firm, dedicated to providing exceptional wealth management services to high net worth individuals and families.
Job Summary
We are seeking a highly experienced and skilled Senior Wealth Management Professional to join our team. As a Relationship Building Expert, you will be responsible for building and maintaining strong relationships with our clients, providing them with personalized investment advice and solutions, and driving business growth through strategic relationship management.
Key Responsibilities
- Develop and implement effective relationship management strategies to drive business growth and client retention
- Provide personalized investment advice and solutions to high net worth individuals and families, leveraging your expertise in wealth management and financial planning
- Build and maintain strong relationships with clients, understanding their unique needs and goals, and delivering tailored solutions to meet those needs
- Collaborate with internal teams to identify and pursue new business opportunities, and to develop strategic partnerships with key stakeholders
- Stay up-to-date with market trends and regulatory changes, ensuring that our clients receive the best possible advice and guidance
- Maintain accurate records of client interactions, and provide regular reporting to management on key performance indicators
Requirements
- 15-25 years of relevant experience in investment advisory and wealth management
- MBA or CA from a premium institute
- Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations
- Ability to think and execute strategically, prioritize and resolve complex problems
- Detail-oriented with superior organizational and time management skills, including delegation of work
- Team player with the ability to collaborate with others
Preferred Qualifications
- Relevant certifications, such as CFA or CAIA
- Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization
- Decision-making skills with a strong sense of ownership and the ability to work under pressure
Language
The language for this job is English.
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