Relationship Manager at Pishon and Brooks Advisory Services

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