Job Overview
As a Relationship Manager, the individual will be responsible for acquiring, developing, and managing high-value client relationships, while ensuring a superior client experience and long-term engagement. The role will focus on deepening existing relationships, identifying new business opportunities, and increasing the overall Assets Under Advisory (AUA) through effective wealth and investment solutions. The key objective will be to grow the client portfolio, enhance wallet share, generate higher fee income, and contribute meaningfully to the overall profitability and business growth of the organisation..
1) Serve as a trusted financial consultant to High-Net-Worth Individuals (HNIs), family offices, and corporate clients.
2) Acquire new HNI client relationships, build personal Assets Under Advisory (AUA), and consistently achieve business targets.
3) Adopt a client-centric approach to develop comprehensive financial and investment strategies aligned with clients’ objectives and risk profiles.
4) Build and manage portfolios in line with the defined investment framework, ensuring appropriate asset allocation and product suitability.
5) Cultivate and strengthen client relationships through regular portfolio monitoring, performance reviews, timely updates, financial planning, and prompt resolution of client queries.
6) Communicate and collaborate effectively with internal and external stakeholders to ensure a seamless and high-quality client experience. Stay abreast of products, services, market developments, and regulatory changes that may impact clients’ investment strategies.
7) Adhere to all internal policies, processes, and regulatory requirements while maintaining the highest standards of compliance and professional integrity. As a Relationship Manager, the individual will be responsible for acquiring, developing, and managing HNI, family office, and corporate client relationships while providing tailored financial and investment solutions aligned with their objectives. The role will focus on growing AUA, deepening client relationships, ensuring portfolio suitability and compliance, and driving higher fee income and overall business profitability.