Manager - Relationship Manager-Investment Products

Job Summary:

The Relationship Manager Investment Products will be responsible for managing and expanding a portfolio of high-net-worth clients by offering customized investment solutions and financial planning advice. The role involves understanding client goals, designing investment strategies, and ensuring superior service delivery to enhance client satisfaction and business growth.

Roles and Responsibilities:

• Build and maintain strong relationships with high-net-worth clients by understanding their financial objectives and risk profiles.
• Provide tailored investment advice and product recommendations aligned with clients wealth management goals.
• Monitor and manage client investment portfolios, ensuring optimal performance and alignment with market trends.
• Develop and implement comprehensive financial plans to address clients short-term and long-term wealth goals.
• Act as the primary point of contact for clients, ensuring high-quality service, responsiveness, and proactive communication.
• Collaborate with product specialists and internal teams to deliver holistic financial solutions.
• Identify opportunities to deepen client relationships and generate new business through referrals and market engagement.
• Maintain updated knowledge of financial markets, investment products, and wealth management regulations.