Relationship Manager

Marketing

Full Time


Job Description

JOB SUMMARY

We are seeking a highly motivated Relationship Manager to join our Asset Management team. The ideal candidate will play a pivotal role in driving Asset Under Management (AUM) growth through effective client prospecting, conversion, and retention. Key responsibilities include delivering exceptional relationship management, conducting in-depth research, preparing comprehensive asset management and investment reports, and contributing to the development and enhancement of our products and services.

ESSENTIAL JOB FUNCTIONS

Client Prospecting and Conversion

  • Identify and target high-potential clients to grow the Asset Under Management (AUM). 
  • Develop and implement strategies for effective client conversion.  

Relationship Management

  • Build and maintain strong, long-term relationships with clients by understanding their needs and providing tailored asset management solutions.  
  • Act as the primary point of contact, ensuring timely and professional responses to client inquiries.  
  • Implement strategies to enhance client satisfaction and retention by delivering exceptional service and fostering trust.  

Asset Management and Investment Reporting:

  • Prepare and deliver detailed asset management and investment performance reports to clients and internal stakeholders.   
  • Preparation of reports as may be required by the line manager.
  • Ensure accuracy, clarity, and relevance in all reporting materials.  

Product Development and Enhancement:

  • Collaborate with cross-functional teams to develop and refine the company’s products to meet client demands and market trends.  
  • Contribute innovative ideas to enhance existing product offerings.  

Collaboration:

  • Work closely with internal teams, including investment analysts and portfolio managers, to deliver optimal client outcomes.   
  • This role requires excellent communication, analytical, and interpersonal skills, as well as a proactive approach to achieving business objectives.

EDUCATION:

Bachelor’s degree in Finance, Accounting or related course from a reputable University.

TECHNICAL REQUIREMENTS:

Must be proficient in the use of MS Office tools (Word, Excel, PowerPoint).

SKILLS REQUIRED:

  • ⁠Team player.
  • ⁠Ability to think critically with a high degree of attention to detail.
  • ⁠Excellent quantitative skills with an interest in Analytics/Data.
  • ⁠Excellent communication skills.
  • ⁠Effective presentation and communication skills, both verbal and written.
  • ⁠Ability to multi-task effectively in a deadline-driven environment.
  • ⁠Capable of handling multiple client accounts simultaneously while working in a high-pressure environment.

WORK EXPERIENCE:

Minimum 3 years’ experience in relationship management.

Method of Application

Interested and qualified candidates should forward their CV to: [email protected] using the position as subject of email.


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