Relationship Manager at Alan & Grant

Key Responsibilities

• Ability to grow assets under management using their wealth of experience and client base to sell our products and services.
• Deposit mobilization/Liability generation.
• Responsible for defining and ensuring the organizations' short-medium-long term strategies.
• Maintain relationships with clients by assessing asset status, needs, risks, goals and progress.
• Prepare weekly and monthly reports when due.
• Serve as the main point of contact for clients, addressing queries, concerns, and requirements promptly

Requirements

• Minimum of Bachelor’s degree in Finance, Accounting or related field.
• Relationship management experience of more than 3 years from an asset management company
• A good clientele base including HNIs.
• Fantastic negotiation and communication skills.
• A B.Sc. from a reputable institution.
• Proven track record of achieving sales targets and growing client relationships.