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Senior Relationship Executive
2 weeks ago
Job Overview:
">- This is a senior relationship management position in the financial services industry.
About the Role:
">- As a Relationship Manager, you will be responsible for identifying and prospecting potential clients within the target segment.
- You will develop and execute client acquisition strategies, build and maintain strong relationships with existing clients, and understand their investment objectives, risk tolerance, and financial needs.
- Provide clients with regular market updates, investment recommendations, and portfolio reviews, and proactively address client inquiries and resolve issues promptly and professionally.
- You will also offer a wide range of investment products and services, including equities, fixed income, derivatives, and structured products.
- Develop customized investment solutions tailored to clients' specific needs, provide investment advice and guidance to clients, and collaborate with internal specialists to deliver comprehensive solutions.
- Achieve and exceed revenue targets, identify and capitalize on cross-selling opportunities, participate in marketing initiatives and events, and stay up-to-date on market trends, regulatory changes, and competitor activities.
- Adhere to all regulatory requirements and internal compliance policies, ensure proper documentation and record-keeping, and manage client portfolios within established risk parameters.
Required Skills and Qualifications:
">- Bachelor's degree in Finance, Business Administration, or a related field.
- 6-8 years of experience in client relationship management or sales within the financial industry, preferably in securities or wealth management.
- Proven track record of acquiring and managing client relationships.
- Strong understanding of financial products and services, including equities, fixed income, and derivatives.
- Excellent communication, interpersonal, and presentation skills.
- Ability to build rapport and establish trust with clients.
- Strong analytical and problem-solving skills.
Benefits:
">- We offer a competitive salary and benefits package, as well as opportunities for career growth and professional development.
- We are committed to providing our employees with the tools and resources they need to succeed in their roles.
Others:
">- The successful candidate will be required to undergo a background check and obtain any necessary licenses or certifications.
- We are an equal opportunity employer and welcome applications from diverse candidates.
