Senior Relationship Manager - Director - Managing Director

Role responsibilities

As the Senior Relationship Manager, you will be the primary point of contact for clients, responsible for acquiring new clients and growing existing relationships. You will work closely with the Investment Manager to ensure a high-standard client experience and manage client complaints effectively.

Requirements

A Bachelor's Degree is required, with a CFA, MBA, or other advanced degree preferred. Candidates should have a solid understanding of regulatory frameworks and possess a strong network of clients in the target market.

Key skills

Client Relationship Management, Market Analysis, Wealth Management, Investment Acumen, Regulatory Compliance, Networking, Client Acquisition, Lending Solutions, Team Leadership, Communication, Collaboration, Problem Solving, Ethical Conduct, Risk Management, Business Development, Sales Strategy

Keywords

Wealth Management, Client Relationship Management, Investment Solutions, Market Analysis, Anti Money Laundering, Know Your Client, Risk Management, Lending, Asset Management, Business Development, Sales, Regulatory Framework, Networking, Client Acquisition, Team Leadership, Communication Skills, Collaboration Skills