At TeamAce, we help businesses across different industries thrive. We work with businesses to create their desired change by getting the right people, designing bespoke business processes, leveraging data, applying insights and technology. We combine our expertise and take different bespoke approaches to solve different business challenges because we believe...
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As the Relationship Manager, you will be responsible for building and managing client relationships while driving portfolio growth and delivering tailored financial solutions.
Responsibilities
Build and manage relationships with retail, corporate, and HNI clients
Acquire new clients and grow the investment portfolio
Recommend suitable investment products based on client needs
Monitor client portfolios and provide regular market updates
Ensure compliance with KYC, AML, and regulatory requirements
Requirements
Bachelor's Degree in Finance, Economics, Business Administration, or a related field
Professional certifications such as CFA, CISI, or CIPM are an added advantage
Minimum of 3 years experience in relationship management or financial services
Strong knowledge of investment products and capital markets
Excellent communication, negotiation, and relationship management skills.
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