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Open nowPosted 921 days ago

Relationship Manager

Catilas Resources Limited23 open roles

Where
Lagos
Work mode
On site
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Your applicationOpen nowRelationship ManagerCatilas Resources Limited · Lagos

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Catilas Resources Limited's own form.

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The clock on this job

Early applications get read.

15.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.4%1 day
  2. 6.5%3 days
  3. 15.1%7 days
This job: posted 921 days ago

The posting

Company Overview:

Our client is a reputable asset management company specializing in treasury & investments, asset management equities, fixed income, alternative investments, etc.

Location: Ikoyi, Lagos

Job Type: Full-time

Minimum Experience: 3 years in relationship management or client-facing roles within the asset management industry

Job Overview:

We are seeking a skilled and client-oriented Relationship Manager to join our client's team. As a Relationship Manager, you will be responsible for managing a portfolio of clients, understanding their investment objectives, and delivering customized solutions to meet their needs.

Responsibilities:

Client Relationship Management:

  • Build and nurture strong relationships with clients, including institutional investors, corporations, and high-net-worth individuals, to understand their investment goals, risk tolerance, and financial preferences.
  • Serve as the primary point of contact for clients, addressing inquiries, providing investment advice, and delivering personalized solutions to meet their evolving needs.
  • Conduct regular meetings, reviews, and communications with clients to assess performance, discuss investment strategies, and offer recommendations.

Portfolio Analysis and Investment Advisory:

  • Analyze client portfolios, asset allocations, and investment holdings to evaluate performance, risk exposure, and alignment with investment objectives.
  • Provide proactive investment advice, asset allocation strategies, and product recommendations based on client profiles, market trends, and economic outlook.

New Client Acquisition and Business Development:

  • Identify and pursue opportunities for new client acquisition, leveraging existing networks, referrals, and marketing initiatives to expand the client base.
  • Develop and implement business development strategies, including client prospecting, presentations, and relationship-building activities to grow assets under management (AUM) and revenue.

Requirements

Qualifications:

  • Bachelor's degree in Finance, Business Administration, Economics, or related field.
  • Minimum of 3 years of experience in relationship management, client advisory, or similar roles within the asset management industry.
  • Strong understanding of financial markets, investment products, asset allocation strategies, and risk management principles..
  • Proven track record of managing client portfolios, achieving revenue targets, and driving business growth in a competitive environment.
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