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  • Posted: Nov 19, 2021
    Deadline: Dec 7, 2021
  • We aim to be accountable, trustworthy and ethical in everything we do. From Real Estate to Logistics, Transportation, Finance, Ride-Hailing, among other things, we provide bespoke services to individuals, companies and brands of all shapes and sizes.
    Read more about this company


    Team Lead, Relationship Management

    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and leading the team to create strategic recommendations based on this understanding.


    • Plan and perform group and individual training sessions with investment employees.
    • Foster team communication to ensure investment-related accountabilities completion daily.
    • Handle external and internal seminars.
    • Plan and perform group and individual training sessions with investment employees.
    • Project and meet the company set targets both financial and performance
    • Develop and handle client meetings to review current accounts and close sales with licensed bankers.
    • Work on clients’ investment needs and problems and delegate tasks daily.
    • Maintain relationships and develop referrals from the current client base post-appointment.
    • Manage self and team sales planning to foster sales and attain financial results.
    • Manage financial products knowledge through coursework, periodicals, and self-study.
    • Draft internal reports for tracking sales.
    • Introduce and prioritize client needs on all our investment platforms.
    • Make sales calls to qualified individuals.
    • File and maintain client documents.
    • Gather, organize and prepare marketing material and manage periodic mailings.
    • Prospect and contact qualified individuals, understand their financial needs, gauge their level of investment interest, schedule appointments, or send marketing material.
    • Process sales orders – speak to investors to gather personal, financial information and prepare all necessary investment documents.
    • Manage clients and provide timely responses to their questions and requests.
    • Comply with Company policies, procedures, and compliance rules and regulations.


    • 3-6 years of client relationship experience
    • Ability to manage multiple projects and clients
    • Strong communication and interpersonal skills
    • Must be flexible, detailed oriented, highly organized, and professional with the ability to multi-task and work under pressure.
    • Ability to travel out of State for property site visits or client appointments

    Method of Application

    Interested and qualified candidates should send their CV to: [email protected] using the Job Title and Location as the subject of the email.

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

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