Relationship Manager

Job Description Responsible for acquiring preferred HNI & UHNI clients. Look to always enhance his/her Capital Markets Knowledge through continuous self-learning and training provided by the company. Ensure that allocated clients are introduced/contacted regularly and managed effectively via telephone or in-person in such a way as to justify the value of the “Premium” service. Proactive attitude of growing the client base through existing client network via referral. Conduct detailed risk assessment and suitability assessment of clients and offer products that are aligned to the client’s risk profile. Proactively and frequently entertaining clients (and prospects) at various events and meetings, which will include “out-of-hours” commitment on evenings and weekends, as part of your relationship management expectations.