An investment and asset management firm is looking for a Relationship Manager to play an integral role in their Sales and Distribution Unit. An individual who has a broad and deep understanding of investment and relations management practices and strategies. The ideal candidate will be responsible for leading in the development of new client relationships and maintaining the existing client relationships. Other duties include financial planning and investment management, and delivering exceptional customised investment solutions and services to clients.
ROLE: Relationship Manager LOCATION: Accra, Ghana
START DATE: April, 2025 SALARY: Competitive
RESPONSIBILITIES:
Client Acquisition - New Business Development and Marketing
- Develop referrals from current clients and leads from external contacts
- Increase investment inflows to grow the Assets under management (AUM) of the Unit
- Proactively identify opportunities to promote the company's products and services
- Financial Planning and Investment Management
- Evaluate and discuss investment options to meet clients' financial and life goals
- Collaborate with the Unit Head and Portfolio Management Team regarding investment strategy
- Provide investment recommendations to individuals and institutions
- Relationship Management
- Build trust and confidence with clients to identify and address all their finance needs
- Understand and discuss investment performance, economic and market trends with clients
- Develop and/or deliver financial planning informative sessions to clients and prospects
- Provide excellent customer service and experience to clients
- Cross sell and upsell to existing clients
REQUIRED SKILLS:
- First degree from a reputable University
- Ability to work with diverse groups of clients
- Strong, affable and pleasant personality; and a team player
- Results driven and ability to work under pressure and for long hours (if required)
- Strong written and verbal communication and presentation skills
HOW TO APPLY:
Please kindly send word doc CV to lxhrsolutions0@gmail.com by Thursday 10th April 2025