Job Description
JOB SUMMARY
• We are seeking a highly motivated Relationship Officer to join our Asset Management team. The ideal candidate will play a pivotal role in driving Asset Under Management AUM growth through effective client prospecting, conversion, and retention. Key responsibilities include delivering exceptional relationship management, conducting in-depth research, preparing comprehensive asset management and investment reports, and contributing to the development and enhancement of our products and services.
ESSENTIAL JOB FUNCTIONS
Client Prospecting and Conversion
• Identify and target high-potential clients to grow the Asset Under Management AUM.
• Develop and implement strategies for effective client conversion.
Relationship Management
• Build and maintain strong, long-term relationships with clients by understanding their needs and providing tailored asset management solutions.
• Act as the primary point of contact, ensuring timely and professional responses to client inquiries.
• Implement strategies to enhance client satisfaction and retention by delivering exceptional service and fostering trust.
Asset Management and Investment Reporting:
• Prepare and deliver detailed asset management and investment performance reports to clients and internal stakeholders.
• Preparation of reports as may be required by the line manager.
• Ensure accuracy, clarity, and relevance in all reporting materials.
Product Development and Enhancement:
• Collaborate with cross-functional teams to develop and refine the company’s products to meet client demands and market trends.
• Contribute innovative ideas to enhance existing product offerings.
Collaboration:
• Work closely with internal teams, including investment analysts and portfolio managers, to deliver optimal client outcomes.
• This role requires excellent communication, analytical, and interpersonal skills, as well as a proactive approach to achieving business objectives.
EDUCATION:
• Bachelor’s degree in Finance, Accounting or related course from a reputable University.
TECHNICAL REQUIREMENTS:
• Must be proficient in the use of MS Office tools Word, Excel, PowerPoint.
SKILLS REQUIRED:
• Team player.
• Ability to think critically with a high degree of attention to detail.
• Excellent quantitative skills with an interest in Analytics/Data.
• Excellent communication skills.
• Effective presentation and communication skills, both verbal and written.
• Ability to multi-task effectively in a deadline-driven environment.
• Capable of handling multiple client accounts simultaneously while working in a high-pressure environment.
WORK EXPERIENCE:
• Minimum 3 years’ experience in relationship management.
