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Relationship Manager
4 weeks ago
Official Assignment Title:
Portfolio Manager – Wealth and Investment
Job Purpose:
- Assist partners in generating new business to achieve defined SP targets in single pay AUM, fee income, and activation.
- Build and deepen relationships with partners to drive business.
- Help identify clients' financial goals and expectations and assist partners in selecting appropriate investment opportunities.
- Create and implement sales strategies/activities.
Sales Management
- Meet annual goals/budgets in assigned area/desk (portfolio).
- Develop existing and new client relationships.
- Market a full range of Wealth Management products and services in a diversified manner to existing and new clients.
- Maintain communications with bank partners & clients to assess their needs and risk profile, advising on appropriate investment mix.
- Manage and monitor current portfolio to identify cross-selling and upselling opportunities.
- Ensure product documentation, including training modules and client presentations, is correct and appropriate at all times.
- Maintain a good level of knowledge of the Bank's systems and regulatory environment.
Partnership Management
- Build and maintain strong, long-lasting JV relationships with bank partners by attending morning huddles and conducting monthly meetings to drive agreed strategies and review current performance.
- Provide professional customer service to achieve a high level of partner/customer satisfaction and retention by monitoring partner/customer feedback to ensure constant enhancement of service levels and efficiency.
- Drive collaborated actions for MBTC and AXA that yield a win-win result for both parties.
- Ensure compliance with Bank's policies/procedures and regulatory requirements, particularly regarding KYC responsibilities and duties, as per relevant policies and procedures.
Minimum Qualifications
- Graduate of Bachelor Degree / with Master's Degree.
- At least 5-8 years work experience with a proven track record in investment sales:
- Preferably with experience in private wealth, private banking, or investment portfolio management of high net-worth clients of financial institutions.
- Relevant banking experience.
- Portfolio Management & Risk Management.
- Licensed in SEC Fixed Income/SEC Equity/CIS/TCP is an advantage.
- Knowledge of Microsoft Office Suite (i.e., PowerPoint/Excel).
- An ability to understand and analyze sales performance metrics and current investment trends.
- Solid customer service attitude with excellent negotiation skills.
- Strong communication and team management skills.
- Analytical skills with a problem-solving attitude & strong influential skills.
- Availability to travel as needed.
- Interacts, collaborates, and works well with teams.
