Financial Relationship Manager
2 weeks ago
Job Summary:
We are looking for a skilled Financial Relationship Manager to join our team. In this role, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.
Key Responsibilities:
Identifying investment opportunities and providing financial advice to clients.Developing and maintaining business relationships with target clients, bringing in new clients and new AUM to the firm.Providing investment advisory and asset allocation services.Assisting clients with wealth planning and preservation through various tools and services.Requirements:
To succeed in this role, you should have a strong understanding of the financial markets and a passion for front-line sales roles. You should also have solid sales-related experience in banking and finance companies, preferably having direct experience in securities dealing and wealth management roles.
About Us:
Tangspac Consulting is a leading provider of resourcing solutions to early-stage startups, fintechs, enterprise technology companies, financial institutions, and government. We are committed to delivering exceptional service and helping our clients achieve their goals.
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