Relationship Manager, IAM at Alan & Grant

Key Responsibilities

• The relationship manager's role is to deepen relationships with existing clients, and it must be evident in the additional inflows we receive.
• Manage the key stakeholders in different mandates
• Ensure adherence to the service level agreement with clients
• Supervise the admin support staff to ensure we meet the service agenda for the business and clients etc
• Any duties or responsibility that may be assigned by your team lead or other senior members of staff

Requirements

• A first-degree qualification in science, engineering, Finance or Social Sciences
• Minimum of 3 – 5 years of professional working experience in the financial services industry
• Relevant experience in Investment/Wealth Management or Financial Services
• Strong business acumen to be able to recognize and interpret investment and commercial opportunities
• Must have demonstrated ability to create sales/relationship opportunities with clients, prospects, and consultants within the institutional segment
• Must have excellent presentation skills and in-depth product and broad investment knowledge
• Familiarity and existing relationships with local and offshore institutional mandates.
• Ability to comprehend quickly, filter complex information and escalate to other members of the team for follow-ups