Relationship Manager - Client Acquisition - Investment Services/Wealth Management Business

Key Responsibilities:

- Client Acquisition: Proactively identify and engage potential clients through networking, referrals, and market outreach.

- Business Development: Drive growth in the Investment Services or Wealth Management business by expanding into new client segments.

- Relationship Management: Build trust with affluent and super-affluent clients by understanding their financial goals and offering tailored solutions.

- Product & Market Knowledge: Stay updated on financial markets, investment products (e.g., mutual funds, structured products, private equity), and regulatory trends to recommend suitable strategies.

- Collaboration: Work closely with Financial Advisors, Portfolio Managers, and internal teams (e.g., research, compliance) to deliver seamless client experiences.

- Sales & Operational Compliance: Ensure adherence to sales processes, licensing requirements, and ethical standards while maximizing AUM and client satisfaction.

- Client Acquisition: Proactively identify and onboard new HNI/UHNI clients through referrals, networking, market analysis, and targeted outreach.

- Sales & Advisory: Promote and sell a range of investment products including Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), unlisted shares, mutual funds, bonds, equities, commodities, currency, and insurance.