Senior Relationship Manager - Family Offices

Avant Garde

Posted: 1 year ago
Openings: 10
Applicants: 0

Job Description

The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals), understand their financial/investment objectives & risk appetite and recommend appropriate products.

What is the roles objective
Establish, grow, and manage investment relationships with clients
Be the primary client contact and trusted investment advisor
Deepen existing client relationships by providing appropriate investment advice and solutions
Acquire new clients through market intelligence & engagements
Drive sales of companies products to suitable client portfolios
Share market updates and house views to clients on a timely basis
Update clients on their investments and its performance
Leverage existing client relationships and other sources to acquire new clients
Recognize changes in clients/ market environment which may present opportunities
Enhance client experience through strong relationship management

What skills do you need to possess
Superior understanding of Markets and Products
Strong knowledge of different asset classes
Experience of providing investment advice and solutions
Strong interpersonal and communication skills
Good Analytics Skills
Digital mindset
What is the prior experience needed
8 to 14 Years of experience
What qualification/s you should have
Masters in business administration or any equivalent degree

More Info

Job Type: Full Time

Designation: Not Specified

Industry Type: Strategy / Management Consulting Firms

Functional Area: Not Disclosed

Required Language: English

Required Gender: Not Disclosed

Education

Education Qualification: Any Graduate

Specialization: Not Disclosed

Required Skills

Market Intelligence sales Relationship management Business Development Client Relation client relationships management investment relationships management client portfolios management