Team Member, Financial Institution at ARM Hold Co.

Job Summary

• Responsible for managing and expanding relationships with key institutional clients, including pension funds, insurance companies, and other financial institutions. The role involves developing and implementing strategies to enhance client satisfaction, retention, and revenue growth. The Senior Relationship Manager will act as a trusted advisor, providing tailored investment solutions and ensuring the delivery of high-quality service to meet clients' financial goals

Job Details

Client Relationship Management: 

• Develop and maintain strong relationships with institutional clients, ensuring their needs are met and exceeded 
• Regularly engage with clients to understand their investment objectives and provide customized solutions 
• Serve as the primary point of contact for all client-related matters, including portfolio performance reviews, market updates, and strategic planning. 

Business Development: 

• Identify and pursue new business opportunities within the institutional segment to grow assets under management (AUM) 
• Collaborate with internal teams to design and present tailored investment strategies to prospective clients. 
• Prepare and deliver compelling presentations and proposals to secure new mandates. 

Investment Advisory: 

• Work closely with the investment team to develop and recommend investment strategies aligned with clients' objectives. 
• Monitor and analyze market trends, economic indicators, and portfolio performance to provide informed advice to clients. 
• Ensure compliance with regulatory requirements and internal policies when advising clients. 

Client Reporting and Communication: 

• Prepare and deliver regular performance reports, ensuring clients are fully informed of portfolio status and any necessary adjustments.

Requirements

Education: 

• Bachelor’s degree in finance, Business Administration, Economics, or a related field. A master’s degree or relevant professional certification (e.g., CFA, CFP) is preferred. 

Experience: 

• Minimum of 2 years of experience in relationship management, institutional sales, or investment advisory, with a focus on asset management. 
• Proven track record of managing institutional client relationships and driving business growth 
• Proven track record in client relationship management and business development.