Sr. Relationship Manager - Leasing

Job Purpose:

• Build and nurture strong, long-term relationships with high-net-worth individuals (HNIs).
• Provide expert financial advice and personalized wealth management solutions.
• Drive business development, portfolio performance analysis, modeling, and overall wealth management strategy.
• Deliver exceptional client service while ensuring portfolio profitability and growth.

Main Accountabilities:

Client Acquisition and Relationship Management:

• Engage HNI clients to understand their investment requirements and goals.
• Offer tailored investment solutions including debt products, structured products, equities, mutual funds, real estate funds, and other wealth products.
• Acquire and manage a portfolio of HNI clients, ensuring personalized and seamless service delivery.
• Profile clients effectively and provide suitable financial products based on their needs.
• Deepen existing relationships through cross-selling of investment and broking services.
• Enhance and retain client profitability by increasing wallet share and generating high income per customer.
• Network actively and seek client referrals to expand the customer base.
• Acquire new clients through cross-referrals and targeted acquisition initiatives.

Marketing and Business Development:

• Support the creation and execution of marketing plans for customer acquisition in the corporate and HNI segments.
• Assist in organizing and executing micro-events to attract potential clients.
• Contribute to business development by acquiring B2B or B2C clientele and building a robust portfolio.
• Collaborate with internal teams (research, investment, compliance) to ensure accurate and compliant financial solutions.

Financial and Product Expertise:

• Maintain up-to-date knowledge of financial markets, products, and regulatory changes.
• Analyze client portfolios for performance and provide data-driven recommendations.
• Ensure the profitability of the client portfolio through effective portfolio management and product advisory.

Qualification:

• Graduate/Postgraduate in any discipline.