Relationship Manager

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

. 2-5 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