Relationship Manager - Private Wealth Management at ARM Hold Co.

 Job Summary
The Private Wealth Relationship Manager is responsible for developing new business relationships with HNIs and UHNIs through professional, social and personal networks and in line with the Company’s wealth management strategy in order to increase Company’s market share of the wealth management business.

Principal Duties and Responsibilities

• Develop a good understanding of the businesses and services
• Active involvement in preparation of financial year budget and development &implementation of strategies to achieve this budget
• Regular communication with Business Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may arise from time to time
• Generate new and creative ideas for new product development to broaden the range of investment management service available to existing and potential clients
• Continuously monitor developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to our business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc
• Active involvement and participation in BD and company-wide meetings/forums
• Maintain a professional outlook and conduct at all times to project a positive image for ARM
• Develop strategies (based on a good understanding of ARM’s business,) to grow the wealth management business and maintain the company’s leading position in the industry
• Initiate relationships focused on creating new business for the Firm
• Promote the products and services offered to HNI & UHNI market
• Provide up to date insight on market trends
• Identify business opportunities beneficial to the Firm
• Transfer market and specific client knowledge to Relationship Managers and other relevant internal stakeholders that would enhance client relationships
• Work closely with Product Specialists across the Group and Relationship Managers to sell products and services of the Group

Other Requirements

• Suitable candidates must have an established track record of success in a senior role in business development,   private   banking   or   wealth   management.  
• The   candidate   should   have   a demonstrated ability to establish deep and trusting relationships with people in senior positions, HNIs and UNHIs.
• Entrepreneurial experience and an understanding of the wealth management industry would be an added benefit of a candidate’s background.

Required knowledge, skills and abilities

• Excellent communication and interpersonal skills
• Very strong presentation skills
• Excellent organisation and time management skills
• Demonstrable business development experience with HNIs & UHNIs
• Good analytical and problem solving skills
• Entrepreneurial skills
• Ability to work independently and in a team