Job
Core
Establish new investment client relationships and maintain/develop existing investment portfolios.
Role type
Relationship Manager, Investments
Builds
Managed investment services (investment advisory and discretionary portfolio management)
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Investment portfolio monitoring, Financial needs assessment, Cross-selling, Regulatory compliance, Internal reporting
Preferred skills
CySEC Advanced Certification, CFA qualification, Investment systems familiarity
Technologies
Microsoft Office (Excel, Word, PowerPoint)
Responsibilities
Act as primary point of contact for clients, Meet with prospective clients to present products and assess needs, Receive and process client instructions, Monitor international financial market developments, Support preparation of personalized investment solutions, Identify cross-selling opportunities
Seniority
Mid-level (3+ years experience)