Job Description
Job Summary
• Responsible for managing and expanding relationships with key institutional clients, including pension funds, insurance companies, and other financial institutions. The role involves developing and implementing strategies to enhance client satisfaction, retention, and revenue growth. The Relationship Manager will act as a trusted advisor, providing tailored investment advisory solutions and ensuring the delivery of high-quality service to meet clients' financial goals.
Job Details
Business Origination
• Identify and pursue new business opportunities within the institutional segment to grow assets under management AUM
• Collaborate with internal teams to design and present tailored investment strategies to prospective clients.
• Prepare and deliver compelling presentations and proposals to secure new mandates.
Client Relationship Management:
• Develop and maintain strong relationships with institutional clients, ensuring their needs are met and exceeded
• Regularly engage with clients to understand their investment objectives and provide customized solutions
• Serve as the primary point of contact for all client-related matters, including portfolio performance reviews, market updates, and strategic planning. Investment Advisory:
• Work closely with the investment team to develop and recommend investment strategies aligned with clients' objectives.
• Monitor and analyze market trends, economic indicators, and portfolio performance to provide informed advice to clients.
• Ensure compliance with regulatory requirements and internal policies when advising clients.
Client Reporting and Communication:
• Prepare and deliver regular performance reports, ensuring clients are fully informed of portfolio status and any necessary adjustments
• Address client inquiries promptly and professionally, providing clear and accurate information. Organize and participate in client meetings, including portfolio reviews and strategy sessions
Requirements
COMPETENCIES, SKILLS & ABILITIES
• Relationship Management: Strong ability to build and maintain long-term client relationships, with a focus on client satisfaction and retention.
• Investment Knowledge: Deep understanding of investment products, market dynamics, and portfolio management strategies.
• Communication Skills: Excellent verbal and written communication skills, with the ability to articulate complex financial concepts clearly.
• Analytical Skills: Strong analytical and problem-solving abilities, with a keen eye for detail.
• Business Acumen: Strong commercial awareness and strategic thinking, with a focus on driving business growth.
QUALIFICATION & EXPERIENCE
• Bachelor’s degree in finance, Business Administration, Economics, or a related field. A master’s degree or relevant professional certification e.g., CFA, CFP is preferred. Experience:
• Minimum of 5 years of experience in investment banking, relationship management, institutional sales, or investment advisory, with a focus on asset management.
• Proven track record of managing institutional client relationships and driving business growth
• Proven track record in client relationship management and business development