Hire Resolve is partnering with a leading asset management company to find a talented Retail Relationship Manager. In this role, you will be responsible for building and maintaining relationships with retail clients and promoting the company's asset management products and services. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of the company.
Responsibilities:
- Build and maintain strong relationships with retail clients, including financial advisors, brokers, and wealth managers
- Proactively engage with clients to understand their investment needs and objectives
- Promote and sell the company's asset management products and services
- Provide ongoing support and guidance to clients, addressing any queries or concerns they may have
- Monitor market trends and industry developments to stay informed about relevant investment opportunities
- Collaborate with internal teams to ensure excellent client service and satisfaction
- Conduct regular client reviews and provide reports on investment performance
- Stay updated on regulatory requirements and ensure compliance with all relevant regulations and industry practices
Requirements
- Bachelor's degree in finance, economics, or a related field
- Pursuing CFA or RE Exams
- Proven experience as a Relationship Manager in the asset management industry
- Strong knowledge of investment products and services
- Excellent interpersonal and communication skills
- Ability to build and maintain strong relationships with clients
- Proactive and self-motivated with a results-driven mindset
- Good understanding of financial markets and investment strategies
- Strong analytical and problem-solving skills
- Ability to work well in a team and collaborate with internal stakeholders
Benefits
If you meet the above requirements and want to make a career-changing move, apply today by either filling in the online application form or by emailing your CV to
You are welcome to connect with Lindy-Lee du Plessis, Michaela Boustred, Lara Ridgeway, or Christine Els, on LinkedIn.