Relationship Manager

Job Objectives

The Relationship Manager is responsible for active client management strategies and acquisition through networking, marketing activities and ongoing dialogue with a few key selected clients. He / she is focused on building strategic relationships with these select clients.

He / She provides product advisory on bespoke products that meet clients' needs. He / she is the main point-of-contact for all client relationship matters. He / she also conducts analysis and monitors his / her clients to proactively manage any potential risks or issues.

The Relationship Manager possesses decorum in all his interactions with internal and external stakeholders. He / she is a team player and takes responsibility for his / her actions and can be held accountable to meet timelines. He / she is able to network and build connections to drive new business opportunities. He / she possesses poise and maturity in handling difficult client situations.

He / she is driven and motivated to provide the best service possible to his / her clients. He / she is resourceful and results-oriented. He / she understands the intricacies of working with global clients and is able to adjust communications and strategies to meet client expectations.

Job Responsibilities

i. Pre-Investment

• Create and establish interpersonal relationships with existing and potential investors
• Build on a strong referral network (Wealth Club)

ii. Investment

iii. Post-Investment

iv. Others

Job Requirements