Company Overview:
Our client is a reputable asset management company specializing in treasury & investments, asset management equities, fixed income, alternative investments, etc.
Location: Ikoyi, Lagos
Job Type: Full-time
Minimum Experience: 3 years in relationship management or client-facing roles within the asset management industry
Job Overview:
We are seeking a skilled and client-oriented Relationship Manager to join our client's team. As a Relationship Manager, you will be responsible for managing a portfolio of clients, understanding their investment objectives, and delivering customized solutions to meet their needs.
Responsibilities:
Client Relationship Management:
- Build and nurture strong relationships with clients, including institutional investors, corporations, and high-net-worth individuals, to understand their investment goals, risk tolerance, and financial preferences.
- Serve as the primary point of contact for clients, addressing inquiries, providing investment advice, and delivering personalized solutions to meet their evolving needs.
- Conduct regular meetings, reviews, and communications with clients to assess performance, discuss investment strategies, and offer recommendations.
Portfolio Analysis and Investment Advisory:
- Analyze client portfolios, asset allocations, and investment holdings to evaluate performance, risk exposure, and alignment with investment objectives.
- Provide proactive investment advice, asset allocation strategies, and product recommendations based on client profiles, market trends, and economic outlook.
New Client Acquisition and Business Development:
- Identify and pursue opportunities for new client acquisition, leveraging existing networks, referrals, and marketing initiatives to expand the client base.
- Develop and implement business development strategies, including client prospecting, presentations, and relationship-building activities to grow assets under management (AUM) and revenue.
Requirements
Qualifications:
- Bachelor's degree in Finance, Business Administration, Economics, or related field.
- Minimum of 3 years of experience in relationship management, client advisory, or similar roles within the asset management industry.
- Strong understanding of financial markets, investment products, asset allocation strategies, and risk management principles..
- Proven track record of managing client portfolios, achieving revenue targets, and driving business growth in a competitive environment.
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Last updated on Mar 25, 2024