Relationship Manager
Relationship Manager
Posted on :
21-08-2025
Employer Active
1 Vacancy
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Job Description
Job Description
More than just a recruitment company. At PRTR we have been a part of our customers success for 30 years as their total HR solutions partner. With 550 dedicated professionals and over 15000 outsourced staff we will continue to carry out our mission to develop a better career a better life and a better society and thrive to become the No.1 people solutions organization in Southeast Asia.
Key Responsibilities
- Managing ongoing relationships with wealth clients while identifying and attracting new clients.
- Conducting market research to pinpoint potential clients and evaluate their needs.
- Partnering with product and marketing teams to formulate and carry out successful client acquisition initiatives.
- Analyzing and assessing the investment needs of portfolio clients recommending investment strategies based on their risk profiles and preferences.
- Facilitating clients investment transactions to ensure they are processed smoothly and accurately while coordinating with associated parties to deliver top-notch service.
- Preparing and implementing call plans and reports to enhance relationships with current clients and broaden the new client pipeline.
- Maintaining high ethical standards and adhering to regulations and market conduct practices.
Qualifications
- Bachelors Degree or Higher in Finance Accounting Business Administration Economics or a related field.
- At least 5 years of relevant experience in banking or investment advisory.
- Strong track record of building and managing client relationships.
- Solid understanding of financial markets investment products and regulatory frameworks.
- Ability to operate independently and collaboratively within a team.
- IC license is required.
Required Experience:
Manager
Employment Type
Full Time
Key Skills
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