Relationship Manager
Relationship Manager
Posted on :
14-01-2025
Employer Active
1 Vacancy
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Job Description
Our client is a leading investment banking firm focused on providing financial advisory capital raising and investment management.
Key Responsibilities
- The staff is required to grow our assets under management using their wealth of experience and client base to sell the product and services of the company.
- Manage client assets according to investment preferences and goals.
- Meet with clients to assess asset status needs risks goals and progress.
- Prepare financial statements business activity reports and forecasts.
- Develop organize and maintain client portfolios
Requirements
- Minimum of Bachelor s degree in Finance Accounting or related field
- Minimum of First degree or its equivalent.
- Relevant professional qualifications. A relevant Master s degree/ MBA is an added advantage.
- Minimum of 38 years cognate experience. Experience should typically be in credit/marketing relationship management treasury sales private banking and funds management functions in the banking sector.
- Good understanding of treasury and private banking products/services.
- Ability to generate income grow customer base and manage strategic relationships with clients/ customers.
- Strong marketing relationship management and networking skills.
- Strong communication and presentation skills.
Employment Type
Full Time
Key Skills
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