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  • Posted: Apr 24, 2024
    Deadline: May 31, 2024
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    SPOK CAPITAL LIMITED is a client-focused financial Services company, licensed by the Securities & Exchange Commission. We offer wide range of financial, investment and advisory services to meet specific needs of our clients.

    Read more about this company


    Relationship Manager

    Job Description

    • Support AUM drive-by segmenting the HNI target market and providing periodic reports on potential new business opportunities. 
    • Responsible for the end-to-end process of account opening and client onboarding.
    • Manage KYC documentation for new and existing clients.
    • Responsible for generating client statements periodically.
    • Process client redemptions and payouts as requested.
    • Deliver exceptional client experience through client appreciation and recognition initiatives.
    • Ensure communication to clients meets all defined internal control standards and external regulatory requirements. 
    • Implement and participate in compliance-related activities within the internal teams and other stakeholders.
    • Attend product training (Roadshows) to be up-to-date with the market developments.
    • Assist with generating new business with financial institutions such as PFAs, HMOs, Insurances firms, and soon.

    Job Requirement

    • Bachelor's Degree in Finance, Accounting, Business Administration, Economics, or a similar course of study from a reputable university.
    • At least 3- 5 years of work experience in the Private Banking or Financial Services industry.
    • Previous experience in a client service role in Private Banking or Financial Services.

    Desired Knowledge, Skills, and Attributes:

    • Focuses on the client experience
    • Good understanding of the investment products and landscape globally or locally.
    • Strong relationship management skills.
    • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
    • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
    • Good knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate

    Method of Application

    Interested and qualified candidates should forward their CV to: using the position as subject of email.

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