Eton Solutions - Client Relationship Manager (5-8 yrs)

Job Summary:

- We are seeking a dynamic and experienced Client Relationship Manager with expertise in capital markets and wealth management.

- The ideal candidate will be responsible for managing and growing client relationships, ensuring the delivery of tailored financial solutions, and acting as a key point of contact for clients.

- This role requires a deep understanding of capital markets, investment strategies, and wealth management principles to effectively address clients' needs and contribute to the firm's growth.

Key Responsibilities:.

- Client Relationship Management: Develop and maintain strong relationships with high-net-worth clients, institutional investors, and other key stakeholders in the capital markets and wealth management sectors.

- Advisory Services: Provide clients with comprehensive financial advice and investment strategies tailored to their individual goals and risk tolerance.

- Portfolio Management: Collaborate with internal teams to oversee client portfolios, ensuring alignment with their financial objectives and market conditions.

- Market Analysis: Stay abreast of market trends, regulatory changes, and economic developments to provide informed advice and identify new business opportunities.

- Stakeholder Engagement: Act as a liaison between clients and various internal departments, ensuring seamless communication and service delivery.

- Business Development: Identify and pursue new client acquisition opportunities, leveraging industry networks and market intelligence.

- Compliance & Risk Management: Ensure all client interactions and investment strategies comply with relevant regulations and internal policies.

- Client Education: Conduct seminars, workshops, and individual meetings to educate clients on financial products, market conditions, and investment strategies.

- Performance Monitoring: Regularly review and report on the performance of client portfolios, providing recommendations for adjustments as needed.