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Relationship Manager

Closing: Jun 25, 2024

11 days remaining

Published: Jun 10, 2024 (5 days ago)

Job Requirements

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Job Summary

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Requirements
  • Relevant educational qualification is BSC in any field
  • Preferred experience is 3 years
  • Large clientele base including HNIs.
  • Communication and negotiation skills
Responsibilities
Requirements
  • Relevant educational qualification is BSC in any field
  • Preferred experience is 3 years
  • Large clientele base including HNIs.
  • Communication and negotiation skills

Key Duties

  • The staff is required to grow our asset under management using their wealth of experience and client base to sell the product and services of the company asset management.
  • Manage client assets according to investment preferences and goals.
  • Meet with clients to assess asset status, needs, risks, goals and progress.
  • Develop, organize and maintain client portfolios.
  • Responsible for defining and ensuring the organizations short-medium-and long term strategic goals are defined and achieved.
  • Prepare weekly report.
  • Prepare monthly report when due and make the presentation to the directors

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