Relationship Manager

Company Overview :

Our client is a reputable asset management company specializing in treasury & investments, asset management equities, fixed income, alternative investments, etc.

Location : Ikoyi, Lagos

Job Type : Full-time

Minimum Experience : 3 years in relationship management or client-facing roles within the asset management industry

Job Overview :

We are seeking a skilled and client-oriented Relationship Manager to join our client's team. As a Relationship Manager, you will be responsible for managing a portfolio of clients, understanding their investment objectives, and delivering customized solutions to meet their needs.

Responsibilities :

Client Relationship Management :

• Build and nurture strong relationships with clients, including institutional investors, corporations, and high-net-worth individuals, to understand their investment goals, risk tolerance, and financial preferences.
• Serve as the primary point of contact for clients, addressing inquiries, providing investment advice, and delivering personalized solutions to meet their evolving needs.
• Conduct regular meetings, reviews, and communications with clients to assess performance, discuss investment strategies, and offer recommendations.

Portfolio Analysis and Investment Advisory :

New Client Acquisition and Business Development :

Requirements

Qualifications :