Relationship Manager
Core
Formulates, monitors, and implements investment policies to manage assigned portfolios and devise strategies to meet client goals.
Role type
Senior Investment Manager / Portfolio Manager
Builds
Investment portfolios and client service solutions
Domain
Financial Services / Insurance / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment strategy formulation, Portfolio construction, Risk parameter monitoring, Client needs assessment, Data analysis, Budget tracking, Process improvement, Team leadership, Underwriting knowledge, Sales strategy
Preferred skills
Tertiary qualification (Degree/Postgraduate), External professional accreditation, Technology understanding, Industry regulation knowledge
Technologies
Data management systems, Finance systems, Primary data sources
Responsibilities
Develop and amend investment models, Prepare data and analytics reports, Identify and report risk deviations, Propose product configurations to customers, Advise on new process designs, Suggest improvements to existing procedures, Build relationships with internal clients, Track progress against budgets, Conduct research on key themes, Investigate program questions, Support data management systems, Develop implementation plans, Manage operating procedures, Facilitate product training, Manage broker/intermediary solutions
Seniority
Senior, hands-on IC with team leadership