Client Relationship Manager

Innovest Investments (Private) Limited

is an innovative Investment Management Company

licenced by the Securities and Exchange Commission of Sri Lanka

We are seeking a client-centric, articulate, and proactive Client Relationship Manager to manage and nurture key relationships across our private wealth and institutional portfolio. The ideal candidate should possess a strong background in relationship management, in-depth understanding of capital markets and wealth solutions, and exceptional interpersonal skills to deliver superior client service and retention.

The ideal candidate should be passionate about financial markets, capable of working independently, and dedicated to building long-term, trusted advisory partnerships.

Key Responsibilities

• Serve as the primary point of contact for high-net-worth individuals (HNWIs), family offices, and corporate clients to ensure exceptional portfolio servicing.
• Conduct regular portfolio performance reviews, share market insights, and ensure client investment objectives are consistently met.
• Identify portfolio growth and cross-selling opportunities within the existing client base to expand assets under management (AUM).
• Collaborate closely with portfolio managers, research analysts, and compliance teams to address client requirements and facilitate seamless operations.
• Ensure all client communications, reporting, mandate updates, and KYC/AML compliance records are accurately maintained.
• Resolve client inquiries and service requests efficiently, upholding the highest standards of confidentiality and professional integrity.

Requirements

• Experience: Minimum 3 to 5 years of experience in relationship management, wealth advisory, or private banking within financial services, fund management, or wealth management.
• Education: Bachelor’s degree in finance, Business Administration, Economics, or Marketing, or equivalent professional qualification (e.g., CFA, CIM, CIMA, or CISI).
• Skills: Strong understanding of wealth management products, asset allocation, and capital market dynamics; outstanding presentation, negotiation, and communication skills in English; high emotional intelligence and relationship-building acumen.

Apply

An attractive remuneration package will be offered.