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Financial Relationship Manager
3 weeks ago
We are seeking a seasoned professional to drive client acquisition and strengthen investor relationships. This role involves building new connections with high-net-worth individuals, family offices, and institutions while ensuring existing clients receive consistent updates and reports.
The ideal candidate will have 3-6 years of experience in Investor Relations and Financial Services, possess strong communication, presentation, and relationship management skills, and be proficient in Microsoft Office and CRM tools.
Key Responsibilities- Manage client communications, investor queries, and portfolio updates.
- Prepare and deliver investor reports, presentations, and newsletters.
- Support client acquisition efforts through pitches, meetings, and campaigns.
- Maintain CRM systems for accurate lead and client tracking.
- Coordinate with internal teams to ensure accurate and timely investor communication.
- Bachelor's degree (MBA/Finance preferred).
- 3-6 years' experience in Investor Relations, Financial Services.
- Strong communication, presentation, and relationship management skills.
- Proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM tools.
This is an excellent opportunity to leverage your expertise and make a meaningful impact in the financial industry.
