[Vacancy]: Relationship Manager Needed at Catilas Resources Limited

March 25, 2024

Job Description

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 a 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.

Click here to apply

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