Relationship Manager

**Job Objectives**

The Relationship Manager is responsible for active client management strategies and acquisition through networking, marketing activities and ongoing dialogue with a few key selected clients. He/ she is focused on building strategic relationships with these select clients.

He/ She provides product advisory on bespoke products that meet clients' needs. He/ she is the main point-of-contact for all client relationship matters. He/ she also conducts analysis and monitors his/ her clients to proactively manage any potential risks or issues.

The Relationship Manager possesses decorum in all his interactions with internal and external stakeholders. He/ she is a team player and takes responsibility for his/ her actions and can be held accountable to meet timelines. He/ she is able to network and build connections to drive new business opportunities. He/ she possesses poise and maturity in handling difficult client situations.

He/ she is driven and motivated to provide the best service possible to his/ her clients. He/ she is resourceful and results-oriented. He/ she understands the intricacies of working with global clients and is able to adjust communications and strategies to meet client expectations.

**Responsibilities**:
i. Pre-Investment
- Create and establish interpersonal relationships with existing and potential investors
- Build on a strong referral network (Wealth Club)

ii. Investment
- Build up knowledge and expertise on market overview (real estate and finance), other industry practices and products; ZACD investment products
- Advise and promote our investment products/opportunities (Fund raising/AUM - Asset Under Management)
- Comply with the current regulatory standards

iii. Post-Investment
- Become trusted advisor to clients and strengthening their loyalty
- Regular updates to clients on their investments with ZACD and gather feedback
- Assist operations (Middle office) in client documentation
- Developing new business and partnership with clients

iv. Others
- Acquire new clients for ZACD Group
- Market and sell the full suite of products and services especially the funds to the high net worth clients of accredited investors
- High net worth with the focus on family business would be an advantage
- Develop and maintain client relationships by establish long term partnerships
- Be able to identify business opportunities
- Achieve collaborate and promote cooperation with other business areas e.g. SLP; to maximize business opportunities
- Achieve sustainable and consistent financial performance aligned to agreed KPIs
- Identify and capture cross-selling opportunities
- Proactively generate and develop prospects
- Identify any product, service, operational, or client coverage gaps, and take the lead in ensuring resolution
- Ensure all regulatory and legal requirements and standards are met
- Be compliant with internal policies processes, guidelines and best practices standards according to legal and compliance requirements and sales efficiency industry standards
- Fulfil required team responsibilities - Sales reporting, expenses, conference calls, and meetings

**Job Requirements**
- Minimum Diploma in Banking/Financial Services
- 2 years of experience in managing high net worth clients will be an added advantage
- Strong judgement and big-picture thinking on top of industry or functional expertise
- Possess a successful track record of developing, managing, and growing strong relationships with executive decision makers and influencers
- Takes charge of his/her personal development
- Demonstrates effectiveness in self-management

**Why should you join us**:
At ZACD, we are fully invested in you. Career development, exploring new roles, and recognition programs are a regular feature of life at ZACD.

People are our strongest asset. Led by some of the industry’s most experienced professionals with proven track records in their areas of expertise.

Working with us goes far beyond just having a job to make ends meet. Fuelled by purpose and rewarded by personal fulfilment, we offer more than just standard career opportunities.

**Job Types**: Full-time, Permanent

**Salary**: $2,000.00 - $4,000.00 per month

**Benefits**:

- Flexible schedule

Schedule:

- Monday to Friday

Supplemental Pay:

- Performance bonus