Relationship Manager
by Michael Kan in Financial Services
Introduction:
This is an outstanding opportunity for an experienced Relationship Manager who aspires to build their own financial advisory business.
Responsibilities:
- You build client relationships based upon developing strategies focused on achieving the client's financial goals through the use of financial and wealth management solutions
- You have an established network of individual HNW clientele
- You have adequate knowledge of financial markets and instruments
- You maintain regular and ongoing contact with your clients to revise financial plans based on the review and modification of client needs or changes in the investment market. This will help develop and cultivate your client base through ongoing servicing
- You are a self-driven and entrepreneurial individual who aims to do what is best for every client with good communication and interpersonal skills enabling you to communicate with confidence at all levels
- Very attractive monthly trailer fee based on AUM garnered for our proprietary income solution for clients
- Attractive monthly and quarterly profit sharing on custodian bank financial instruments
- Access to research and trade ideas, as well as competitive pricings from various banks and global markets platforms
- Specialist advice and Technical support
- Onboarding, Trade and Regulatory Support
Requirements:
- Experienced in building relationship with HNW clients
- RNF certified
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