Relationship Manager - IMG

We are seeking a dynamic and client-focused Relationship Manager to join our team.

In this role, you will be responsible for building and maintaining strong relationships with high-net-worth clients, providing personalized investment advice, and driving business growth.

You will serve as the primary point of contact for clients, understanding their financial objectives and delivering tailored solutions to meet their needs.

Key Responsibilities:


* Develop and nurture relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.


* Provide personalized investment advice and recommendations based on thorough analysis of clients' financial situations, market trends, and investment opportunities.


* Collaborate with internal teams, including portfolio managers, research analysts, and financial planners, to develop comprehensive investment strategies and solutions for clients.


* Proactively identify opportunities to grow client relationships, increase assets under management, and generate new business through referrals and networking.


* Act as a trusted advisor to clients, delivering exceptional service and ensuring their investment objectives are aligned with their long-term financial goals.0


* Stay informed about industry trends, regulatory changes, and market developments, and communicate relevant information to clients in a clear and concise manner.


* Maintain accurate records of client interactions, investment decisions, and portfolio performance, ensuring compliance with regulatory requirements and internal policies.


* Continuously monitor client portfolios, performance metrics, and market conditions, and make recommendations for adjustments as needed to optimize investment returns and mitigate risks.

Qualifications:


* Bachelor's degree in Finance, Business Administration, Economics, or a related field.

Master's degree or CFA designation preferred.


* Minimum of [X] years of experience in wealth management, investment advisory, or financial services, with a proven track record of building and managing client relationships.


* Strong understanding of financial markets, investment products, and wealth management principles, with the ability to communicate complex financial concepts to clients in a clear and concise manner.


* Excellent interpersonal and communication skills, with the ability to establish rapport with clients, understand their needs, and provide tailored investment advice and solutions.


* Demonstrated ability to work effectively in a fast-paced, dynamic environment, with a focus on delivering exceptional client service and driving business results.


* Proficiency in financial analysis, investment research, and portfolio management software, such as Bloomberg, Morningstar, and Salesforce.


* Series 7 and 63 licenses required; Series 65 or 66 license preferred.

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