Fresh Jobs at ARM Hold Co.

Job Summary

• The ideal candidate is expected to apply pro-active, methodical and innovative working practices to identify and develop renewable business opportunities, create and maintain strong client relationships, market and sell a range of financial products across investments, stockbroking and estate planning, whilst providing best advice and a quality service.

Job Details

KEY RESPONSIBILITIES 

Business Development: 

• Identify new business opportunities and cross-sell financial products and services products across investments, stockbroking and estate planning. 
• Develop strategies and go to market approaches to acquire new relationships and significantly grow the funds under management through digital initiatives. 
• Collaborate with other business segments to deliver comprehensive solutions to clients. 

Client Relationship Management: 

• Build and maintain strong relationships with retail clients. 
• Ensure excellent client service delivery and quick resolution of client-related issues
• Provide personalized financial advice and solutions tailored to client needs. 
• Conduct regular portfolio reviews and performance assessments. 

Client Service Excellence: 

• Ensure the highest level of client satisfaction and loyalty.
• Address and resolve client issues and concerns promptly. 
• Monitor client feedback and implement improvements

Requirements

COMPETENCIES, SKILLS & ABILITIES 

• Sound knowledge of investment products and markets and ability to apply this knowledge 
• Experience in retail financial services and a proven track record in a Sales or target driven environment. 
• Excellent interpersonal and communication skills to effectively uncover and resolve complex customer and employee issues. 
• Excellent communication skills, common sense, and an empathetic ear 
• Relationship management skills. 
• Ability to manage multiple priorities. 
• Good appreciation and working knowledge of office productivity tools. 
• Competitive drive and achievement-oriented 
• Motivation to learn, sell, and grow
• Good computer skills 
• High degree of self-confidence

QUALIFICATION & EXPERIENCE 

• 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 wealth management or asset management, with a focus on retail clients. 
• Proven track record in client relationship management and business development. 

Other Requirements

• Strong knowledge of financial markets and investment products. 
• Excellent communication, negotiation, and presentation skills. 
• High ethical standards and a commitment to maintaining client confidentiality

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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 Relationship Manager will act as a trusted advisor, providing tailored investment advisory solutions and ensuring the delivery of high-quality service to meet clients' financial goals.

Job Details

Business Origination 

• 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. 

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. 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
• Address client inquiries promptly and professionally, providing clear and accurate information. Organize and participate in client meetings, including portfolio reviews and strategy sessions

Requirements

COMPETENCIES, SKILLS & ABILITIES 

• Relationship Management: Strong ability to build and maintain long-term client relationships, with a focus on client satisfaction and retention. 
• Investment Knowledge: Deep understanding of investment products, market dynamics, and portfolio management strategies. 
• Communication Skills: Excellent verbal and written communication skills, with the ability to articulate complex financial concepts clearly. 
• Analytical Skills: Strong analytical and problem-solving abilities, with a keen eye for detail. 
• Business Acumen: Strong commercial awareness and strategic thinking, with a focus on driving business growth.

QUALIFICATION & EXPERIENCE 

• 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 5 years of experience in investment banking, 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