Investment Client Relationship Manager (High Net Worth Client)-UP $9000+Comms+PB

• Good working environment
• Good career exposure and advancement
• Competitive remuneration package

Responsibilities:

• Oversee and support a portfolio of current accredited investors.
• Proactively identify and pursue new business opportunities to grow the client base.
• Collaborate with internal teams to create customized investment solutions.
• Assist clients throughout the investment process, offering expert guidance and managing their expectations.
• Stay informed about financial market trends, investment products, and the latest developments.
• Foster long-term client relationships by delivering outstanding advisory services.
• Ensure adherence to all applicable regulations and company policies.

Requirements:

• Bachelor’s degree in Finance, Economics, or relevant.
• Must have an existing pool of accredited investors.
• At least some experience in investment management, financial planning, portfolio management, or related fields.
• Proven track record of effectively guiding clients through investment processes while managing their expectations is preferred.
• Strong knowledge of financial market trends, investment products, and strategies.

Interested applicants, please submit your updated resume in MS Words format by using the APPLY NOW BUTTON.

Please be notified that only shortlisted candidates will be notified.