Assistant Relationship Manager

Roles and responsibilities

• Cultivate and maintain strong relationships with high-net-worth clients
• Provide personalized financial advice and investment strategies
• Monitor and manage client portfolios, ensuring alignment with their objectives
• Collaborate with internal teams to deliver comprehensive wealth management solutions
• Stay updated on market trends and investment opportunities

The company are offering:

• Competitive salary with performance-based incentives
• A supportive and dynamic work environment
• Opportunities for professional development and growth
• Access to cutting-edge tools and resources

Qualifications:

• Proven experience in wealth management / asset management
• Existing book of clients
• Strong interpersonal and communication skills
• A client-focused mindset with a commitment to excellence

• Client Onboarding: Guide new clients through the onboarding process, ensuring a smooth transition and understanding of services.

• Account Management: Maintain regular contact with clients to understand their needs, preferences, and challenges.

• Relationship Building: Develop strong, long-term relationships with clients to foster loyalty and retention.

• Needs Assessment: Conduct assessments to identify client needs and recommend appropriate solutions or services.

• Issue Resolution: Address client concerns and issues promptly, working with internal teams to ensure satisfactory resolutions.

• Performance Monitoring: Track client satisfaction and performance metrics to assess the success of the relationship.

• Collaboration: Work closely with sales, marketing, and product teams to align strategies and enhance client offerings.

• Reporting: Prepare reports on client interactions, performance metrics, and potential areas for improvement.

• Networking: Attend industry events and networking opportunities to build connections and identify potential clients.

• Continuous Improvement: Gather feedback from clients to inform improvements in products and services.

Desired candidate profile

• Communication Skills: Excellent verbal and written communication skills to interact effectively with clients and internal teams.

• Interpersonal Skills: Strong interpersonal skills to establish rapport and trust with clients.

• Customer Focus: A deep understanding of customer needs and a commitment to delivering exceptional service.

• Problem-Solving: Ability to identify client issues and develop effective solutions quickly.

• Negotiation: Proficiency in negotiating terms and conditions to meet client needs while aligning with company policies.

• Analytical Skills: Strong analytical abilities to assess client data and make informed recommendations.

• Time Management: Excellent organizational skills to manage multiple client accounts and prioritize tasks effectively.

• Adaptability: Flexibility to adjust strategies based on changing client requirements or market conditions.

• Sales Acumen: Understanding of sales principles to identify opportunities for upselling or cross-selling services.

• Industry Knowledge: Familiarity with the industry and market trends to provide valuable insights to clients.