Job Description

 In this role, you will be expected to: 

• Identify and develop business opportunities to increase the existing client base 
• Build and maintain strong relationships with prospective, existing, and High Net Worth clients 
• Be a product expert and educate the clients on the investment products and the risk-adjusted returns 
• Provide investors with comprehensive consultations and guide their decision-making process 
• Enhance investor awareness, generate leads, or raise funds by developing marketing strategies 
• Assist in onboarding investors, processing their applications, performing KYC checks, and filing regulatory reports

Job Requirements

 We are looking for someone who is: 

• Prior experience in relationship management, financial services, or FinTech industries would be a strong plus 
• A strong leader with fantastic communication skills 
• Excellent conflict resolution and interpersonal skills and ability to build lasting relationships with clients 
• Able to work independently and within defined timelines 
• Collaborative, responsive, hardworking, self-motivated, independent, and resourceful 
• Have an eye for details and are organised 
• Comfortable with working in a dynamic and fast-changing environment

Skills