Relationship Manager

Organization

Role overview

Responsibilities

• Acquire high-net-worth and ultra-high-net-worth clients and grow the client base through referrals, networking, and channel partnerships.
• Manage allocated clients through regular telephone or in-person contact and tailored premium support.
• Assess client risk, suitability, and investment or trading needs; recommend appropriate products.
• Create sales plans for new client acquisition and maintain need-based product recommendations.
• Host client and prospect events and meetings, sometimes during evenings and weekends.
• Coordinate with client-facing teams and follow company ethics and conduct policies.
• Build capital-markets knowledge through ongoing learning and company training.

Requirements

• Over five years of sales experience in financial services, banking, or insurance.
• Excellent knowledge and experience of financial markets.
• CISI and SCA certifications are desirable but not mandatory at joining; both will be required after joining.

Why Century Financial

• The company advertises a dynamic and inclusive culture, competitive incentives and benefits, industry learning, product training, and a supportive team environment.