Relationship Manager, Wealth Management at Sankore Global

Job Summary

• The Relationship Manager, Wealth Management provides operational support to the Wealth Advisors and other Business leads within the Wealth Management team in order to expand client-base, support the delivery of spot-on Client Experience, and grow Assets Under Management (AUM). This role reports to the Head, Wealth Management.

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.
• Provide periodic reports on AUM figures, forecasting, and other records which may be required by the Team Lead. 
• Work closely with the Finance and Operations team on Wealth management transactions.
• 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.

Job Experience
Minimum Qualifications:

• 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.
• A master’s degree, MBA, CFA, or other relevant post-graduate qualifications is an added advantage.

Desired Knowledge, Skills, and Attributes:

• Focuses on the client experience and works tirelessly on the client’s behalf.
• 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
• Proactive and driven with a keen eye for opportunities.
• Outstanding written and oral communication skills including a strong track record of cross-team and cross-client team participation.
• An energetic, positive, and innovative demeanour, with leadership skills to bring projects to successful delivery.
• Intellectually curious.
• A strong focus on excellence.
• Ability to plan and prioritize effectively.
• Proven ability to balance the demands of the various stakeholders.
• High level of emotional intelligence and self-awareness.

Compensation

• Competitive and commensurate with experience.