[Vacancy]: Relationship Manager Needed at Spok Capital Limited

April 24, 2024
Application ends: May 31, 2024
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Job Description

Job Description

  • Support AUM drive-by segmenting the HNI target market and providing periodic reports on potential new business opportunities. 
  • Responsible for the end-to-end process of account opening and client onboarding.
  • Manage KYC documentation for new and existing clients.
  • Responsible for generating client statements periodically.
  • Process client redemptions and payouts as requested.
  • Deliver exceptional client experience through client appreciation and recognition initiatives.
  • Ensure communication to clients meets all defined internal control standards and external regulatory requirements.
  • Implement and participate in compliance-related activities within the internal teams and other stakeholders.
  • Attend product training (Roadshows) to be up-to-date with the market developments.
  • Assist with generating new business with financial institutions such as PFAs, HMOs, Insurance firms, and soon.

Job Requirement

  • Bachelor’s Degree in Finance, Accounting, Business Administration, Economics, or a similar course of study from a reputable university.
  • At least 3- 5 years of work experience in the Private Banking or Financial Services industry.
  • Previous experience in a client service role in Private Banking or Financial Services.

Desired Knowledge, Skills, and Attributes:

  • Focuses on the client’s experience
  • Good understanding of the investment products and landscape globally or locally.
  • Strong relationship management skills.
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
  • Good knowledge of the equity and fixed-income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate

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