- Leadership Opportunity in Client Relationship Management
- Exposure to Complex Financial Solutions and Market Expertise
About Our Client
This organisation is a prominent player in the financial services industry, known for providing comprehensive banking and financial solutions. It operates on a substantial scale and is dedicated to supporting its clients and employees.
Job Description
- Build and maintain strong relationships with high-net-worth and institutional clients to ensure satisfaction and long-term loyalty.
- Develop tailored financial strategies, investment plans, and portfolio models aligned with client objectives.
- Monitor and analyze client portfolios, providing timely recommendations for rebalancing based on market conditions.
- Stay attuned to changes in client needs and proactively introduce relevant financial products and services.
- Drive business growth by expanding the client base and offering suitable financial solutions.
- Collaborate with internal teams, including marketing and client services, to achieve sales and revenue targets.
- Ensure compliance with regulatory standards and uphold professional ethics in all advisory activities.
The Successful Applicant
- Bachelor's degree or higher in Finance, Investment, Economics, Business Administration, or related fields.
- At least 10 years of experience in relationship management, investment advisory, or capital markets.
- Investment Consultant License or relevant certifications (e.g., IC Complex, CFP, CFA) preferred.
- Strong communication, presentation, and negotiation skills.
- Client-focused mindset with a positive attitude and ability to lead a team effectively.
- Prior experience in managing relationships and knowledge of Mutual Funds and Structured Products is highly desirable.
What's on Offer
- Competitive salary
- Performance-based bonuses and allowances.
- Opportunities for professional growth and development.
- Challenging and rewarding role within the financial services industry.
Contact:
Quote job ref: JN-012026-6916015
