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  • Posted: Apr 8, 2026
    Deadline: Not specified
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  • Pishon & Brooks Advisory Services Limited (PBAS) is a professional services firm that supports her clients by managing their end-to-end HR Processes in order to enhance their productivity and growth aspirations.
    Read more about this company

     

    Relationship Manager

    Job Objective

    • Responsible for client acquisition, onboarding, relationship management, and AUM growth.

    Key Responsibilities

    • Acquire HNI and corporate clients
    • Manage and grow client portfolios
    • Drive AUM inflows and retention
    • Provide regular portfolio updates
    • Ensure smooth onboarding and documentation

    KPIs

    • AUM growth
    • Client retention rate
    • Revenue contribution

    Requirements

    • Bachelor’s Degree in Accounting, Finance, Economics, or related field; additional qualification/ professional certification (MBA, M.Sc, ACIB, ACA, ACCA, CFA) is an advantage
    • 3–7 years experience in banking or wealth management
    • Strong client network
    • Relevant degree (Finance, Economics, etc.).

    Core Competencies:

    • Client relationship management
    • Sales and negotiation
    • Financial product knowledge (fixed income, FX)
    • Communication and presentation
    • Emotional intelligence and trust building

    Success Profile:

    • Consistently meets or exceeds AUM targets
    • Builds long-term client relationships
    • Drives repeat investments and referrals
    • Maintains high client satisfaction levels

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Pishon and Brooks Advisory Services on pishonandbrooks.com to apply

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