Client Relationship Management Role - Bank (4-6 yrs)

Key Responsibilities:

- Build and maintain strong relationships with existing clients through regular communication, proactive engagement, and exceptional service.

- Conduct periodic reviews to assess client needs, risk tolerance, and investment objectives.

- Provide timely and accurate information and advice on investment products and market trends.

- Proactively address client concerns and resolve issues in a timely and professional manner.

- Identify opportunities to cross-sell and up-sell relevant investment products and services.

Client Acquisition:

- Actively seek and identify potential clients through networking, referrals, and other prospecting activities.

- Conduct effective client meetings and presentations to articulate the value proposition of the company's investment offerings.

- Understand client needs and tailor investment solutions to meet their specific requirements.

- Prepare comprehensive financial plans and proposals to support client decision-making.

- Negotiate terms and conditions of investment agreements to optimize client outcomes.

Asset Under Management (AUM) Growth:

- Drive AUM growth through effective client acquisition and retention strategies.

- Implement strategies to deepen client relationships and increase client loyalty.

- Monitor and analyze client portfolios to identify opportunities for optimization and growth.

- Work closely with the investment team to ensure alignment between client needs and investment strategies.

Risk Management:

- Conduct thorough due diligence on potential clients to assess their risk profile and suitability for investment products.

- Adhere to regulatory requirements and compliance standards in all client interactions.

- Monitor market conditions and economic trends to identify potential risks and opportunities for clients.

- Implement effective risk management practices to protect client interests.

Required Qualifications:

- 4-6 years of experience in client relationship management, preferably in the financial services industry.

- Strong understanding of investment products, including stocks, bonds, mutual funds, and alternative investments.

- Proven track record of building and maintaining strong client relationships.

- Excellent communication and interpersonal skills, both verbal and written.

- Strong analytical and problem-solving skills.

- Ability to work independently and as part of a team.

- Proficiency in financial analysis tools and software.

- Relevant certifications (e.g., CFA, CFP) preferred.

Desired Skills:

- Experience in digital client engagement tools and platforms.

- Knowledge of regulatory frameworks and compliance requirements.

- Strong sales and negotiation skills.

- Ability to handle complex client situations and resolve disputes effectively