Job Objectives
The Relationship Manager is responsible for active client management strategies and acquisition through networking, marketing activities and ongoing dialogue with a few key selected clients. He/ she is focused on building strategic relationships with these select clients.
He/ She provides product advisory on bespoke products that meet clients' needs. He/ she is the main point-of-contact for all client relationship matters. He/ she also conducts analysis and monitors his/ her clients to proactively manage any potential risks or issues.
The Relationship Manager possesses decorum in all his interactions with internal and external stakeholders. He/ she is a team player and takes responsibility for his/ her actions and can be held accountable to meet timelines. He/ she is able to network and build connections to drive new business opportunities. He/ she possesses poise and maturity in handling difficult client situations.
He/ she is driven and motivated to provide the best service possible to his/ her clients. He/ she is resourceful and results-oriented. He/ she understands the intricacies of working with global clients and is able to adjust communications and strategies to meet client expectations.
Job Responsibilities
i. Pre-Investment
- Create and establish interpersonal relationships with existing and potential investors
- Build on a strong referral network (Wealth Club)
ii. Investment
- Build up knowledge and expertise on market overview (real estate and finance), other industry practices and products; ZACD investment products
- Advise and promote our investment products/opportunities (Fund raising/AUM – Asset Under Management)
- Comply with the current regulatory standards
iii. Post-Investment
- Become trusted advisor to clients and strengthening their loyalty
- Regular updates to clients on their investments with ZACD and gather feedback
- Assist operations (Middle office) in client documentation
- Developing new business and partnership with clients
iv. Others
- Acquire new clients for ZACD Group
- Market and sell the full suite of products and services especially the funds to the high net worth clients of accredited investors
- High net worth with the focus on family business would be an advantage
- Develop and maintain client relationships by establish long term partnerships
- Be able to identify business opportunities
- Achieve collaborate and promote cooperation with other business areas e.g. SLP; to maximize business opportunities
- Achieve sustainable and consistent financial performance aligned to agreed KPIs
- Identify and capture cross-selling opportunities
- Proactively generate and develop prospects
- Identify any product, service, operational, or client coverage gaps, and take the lead in ensuring resolution
- Ensure all regulatory and legal requirements and standards are met
- Be compliant with internal policies processes, guidelines and best practices standards according to legal and compliance requirements and sales efficiency industry standards
- Fulfil required team responsibilities – Sales reporting, expenses, conference calls, and meetings
Job Requirements
- Minimum Diploma in Banking/ Financial services
- 2 years of experience in managing high net worth clients will be an added advantage
- Strong judgment and big-picture thinking on top of industry or functional expertise
- Possess a successful track record of developing, managing, and growing strong relationships with executive decision makers and influencers
- Takes charge of his/her personal development
- Demonstrates effectiveness in self-management
