Relationship Manager - Wealth Management

RELATIONSHIP MANAGER

JOB DESCRIPTION

ROLE OVERVIEW

We are a fast-growing portfolio management company seeking highly driven Relationship Managers (RMs) for a hardcore sales role.

KEY RESPONSIBILITIES

Lead Generation & Prospecting

• Identify and generate new leads through networking, referrals, and other relationship-driven channels.
• Build a pipeline of prospective clients interested in wealth management services.

Meeting Scheduling

• Set up meetings with qualified prospects to pitch the company's offerings.

Sales Target Achievement

• Drive sales to achieve an annual revenue target through new client acquisitions.
• Meet monthly revenue targets based on the overall goal.

Relationship Management

• Build and nurture strong relationships with clients to foster loyalty and repeat business.
• Provide excellent post-sales support and regular follow-ups to ensure client satisfaction.

REQUIREMENTS

• Must have 4-5 years of recent experience in a wealth management firm.
• Must have an established client book.
• Excellent communication, negotiation, and persuasion skills.
• Target-driven mindset with a hunger for achieving and exceeding sales goals.
• Ability to thrive in a fast-paced, high-pressure sales environment.
• English language proficiency.
• An entrepreneurial-minded advisor with a passion for equity investments.
• A self-starter who can run your own practice and grow your client base.
• A knowledgeable professional who understands the nuances of investment strategies.

If you're ready to take control of your career and join a team that values independence and growth, we want to hear from you!

KEY PERFORMANCE INDICATORS (KPIs)

• Number of new leads generated.
• Number of client meetings scheduled per month.
• Achievement of quarterly and yearly revenue targets.
• Client retention and relationship management performance.

EMPLOYMENT DETAILS

Employment Type: Full-Time

Job Type: Full-time

Apply now!