About the role

Affluent Relationship Manager - Investment Products

Job Summary:

The Affluent Relationship Manager will play a pivotal role in driving the growth of our investment products, including Mutual Funds, Alternative Investment Funds (AIF), and Portfolio Management Services (PMS). This position is designed for a results-oriented professional who is passionate about providing exceptional financial solutions and building lasting relationships with high-net-worth clients.

Key Responsibilities:

Develop and maintain strong relationships with affluent clients to understand their investment needs and objectives.
Provide expert advice on investment products such as Mutual Funds, AIF, and PMS, aligning solutions with clients' financial goals.
Conduct comprehensive portfolio reviews and investment performance analysis to ensure optimal asset allocation.
Collaborate with internal teams to create and present tailored investment strategies and financial plans.
Stay updated on market trends, economic developments, and regulatory changes to inform clients effectively.
Achieve sales targets and contribute to the overall growth of the investment products segment.
Attend networking events and participate in community activities to promote brand visibility and attract prospective clients.

Requirements:

Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
Minimum of 5 years of experience in wealth management, investment advisory, or financial services.
In-depth knowledge of investment products including Mutual Funds, AIFs, and PMS.
Exceptional communication and interpersonal skills to engage effectively with affluent clients.
Proven track record of meeting sales targets and driving business growth.
Strong analytical skills to assess financial data and market trends.
Relevant certifications such as CFA, CFP, or equivalent preferred.

Preferred Qualifications:

Experience working with high-net-worth individuals and understanding their unique financial needs.
Familiarity with estate planning, tax implications, and financial regulations.
Possess a client-centric approach with a focus on providing a superior client experience.
Ability to work independently and as part of a dynamic team in a fast-paced environment.
Demonstrated resilience and adaptability in a competitive market.

Benefits:

Competitive salary with performance-based bonuses and incentives.
Comprehensive health, dental, and vision insurance for you and your family.
Retirement savings plans with company matching contributions.
Professional development opportunities, including training and certifications.
Flexible work hours and remote work options to promote work-life balance.
Access to exclusive investment seminars and networking events.
Employee wellness programs and resources for mental well-being.

Affluent Relationship Manager - Investment Products ( Mutual Funds - AIF - PMS )