Relationship Manager

What you'll do

• Manage and maintain strong relationships with key clients (High Net Worth / Institutional Clients) to ensure high levels of satisfaction and long-term engagement.
• Design financial strategies, investment plans, and customized portfolio models aligned with clients’ financial goals.
• Monitor and analyze clients’ investment portfolios, providing recommendations for rebalancing in response to market conditions.
• Track and respond to changes in clients’ financial needs and circumstances, while keeping them informed about new and existing financial products and services.
• Expand the client base by developing relationships and offering suitable financial solutions.
• Coordinate with relevant departments, including marketing and client services, to achieve sales and revenue targets.
• Uphold professional ethics and provide financial advisory services in compliance with regulatory standards.

What we're looking for

• Bachelor’s degree or higher in Finance, Investment, Economics, Business Administration, or related fields.
• Minimum 2–5 years of experience in relationship management, investment advisory, or capital market–related fields.
• Possession of an Investment Consultant License or other relevant certifications (e.g., IC Complex, CFP)
• Excellent communication, presentation, and negotiation skills.
• Positive attitude, client-oriented mindset, and strong teamwork skills.
• Prior experience in Relationship Management with solid knowledge of Mutual Funds and Structured Products will be highly valued.