Senior Relationship Manager - BFS

BUSINESS DEVELOPMENT

- Prospect & acquire new client relationship (UHNIs, family offices, corporates) through various channels sources, existing client referrals, cold calling & other client engagement activities.

- Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc

- Prepare and interpret for client's information such as investment performance reports, financial document summaries, income projections and proactively rebalancing their portfolios to match their required asset allocation.

- Constantly monitor and review client portfolios based on timely analysis of market dynamics.

- Ensuring regular availability of Research material and inputs to the client.

- Service existing clients with the support of client servicing team.

- A good part of the job is largely tailored around client requirement - this could be a mix of pitching investment ideas/advising with the support of research analysts and CIO for bespoke requests.

- Ability to advice clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Have successfully build and generated new business across a large set of client base

- Has demonstrated on developing deep and strong client relationship and has the ability to maintain high level of retention