The Relationship Manager will be responsible for maintaining and growing client relationships by delivering excellent service and offering appropriate investment solutions.

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• Serve as a primary point of contact for clients
• Understand clients' financial objectives and recommend solutions
• Identify cross-sell opportunities and refer clients to appropriate units
• Achieve growth targets through retention and new business acquisition
• Ensure compliance with regulatory and internal standards
• Maintain comprehensive client records and documentation
   

• Bachelor’s degree in Business, Finance, or related discipline
• 4+ years of client relationship experience in financial services
• Proven ability to meet targets and manage multiple accounts
• Strong client-facing and problem-solving skills
• Knowledge of asset management products and market dynamics