Relationship Manager

• The ideal candidate will be responsible for gaining a deep understanding of the clients' financial objectives and challenges and creating strategic recommendations based on this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data.

• Essentially, you will act as the main point of contact to our client for his wealth management and family office needs.

Responsibilities

• Dialogue with our clients to understand their objectives and challenges
• Analyze clients' data and provide strategic recommendations to clients
• Present value-proposition to client
• Portfolio Management of High NetWorth Clients.
• Analysis of financial products
• Meeting clients and work with a team to deliver best experience to client.

Qualifications

• 1-6 years' of client relationship experience
• Candidate should have good communication skills and an attitude to grow & work hard.
• A good team player who enjoys finance and investment management.
• Strong communication and interpersonal skills