Relationship Manager

Job Description

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 clients

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