Relationship Manager

Posted 3/25/2024 · last confirmed live 8/26/2026

Apply on Catilas Resources Limited’s site

Company Overview: Our client is a reputable asset management company specializing in treasury & investments, asset management equities, fixed income, alternative investments, etc. Location: Ikoyi, Lagos Job Type: Full-time Minimum Experience: 3 years in relationship management or client-facing roles within the asset management industry Job Overview: We are seeking a skilled and client-oriented Relationship Manager to join our client's team. As a Relationship Manager, you will be responsible for managing a portfolio of clients, understanding their investment objectives, and delivering customized solutions to meet their needs. Responsibilities: Client Relationship Management: Build and nurture strong relationships with clients, including institutional investors, corporations, and high-net-worth individuals, to understand their investment goals, risk tolerance, and financial preferences. Serve as the primary point of contact for clients, addressing inquiries, providing investment advice, and delivering personalized solutions to meet their evolving needs. Conduct regular meetings, reviews, and communications with clients to assess performance, discuss investment strategies, and offer recommendations. Portfolio Analysis and Investment Advisory: Analyze client portfolios, asset allocations, and investment holdings to evaluate performance, risk exposure, and alignment with investment objectives. Provide proactive investment advice, asset allocation strategies, and product recommendations based on client profiles, market trends, and economic outlook. New Client Acquisition and Business Development: Identify and pursue opportunities for new client acquisition, leveraging existing networks, referrals, and marketing initiatives to expand the client base. Develop and implement business development strategies, including client prospecting, presentations, and relationship-building activities to grow assets under management (AUM) and revenue. Requirements Qualifications: Bachelor's degree in Finance, Business Administration, Economics, or related field. Minimum of 3 years of experience in relationship management, client advisory, or similar roles within the asset management industry. Strong understanding of financial markets, investment products, asset allocation strategies, and risk management principles.. Proven track record of managing client portfolios, achieving revenue targets, and driving business growth in a competitive environment.

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