Relationship Manager

Responsibilities

• Actively prospect, acquire, and nurture relationships with high-net-worth clients, understanding their comprehensive financial objectives.
• Develop and implement personalized wealth strategies, including investment advisory, discretionary portfolio management, structured products, and private market opportunities.
• Coordinate cross-border wealth management solutions, leveraging KGI's integrated financial services across capital markets, private equity, insurance, and structured solutions.
• Engage in proactive client servicing, anticipating client needs and delivering exceptional service standards.
• Ensure compliance with regulatory standards, internal policies, and KGI's risk management frameworks.
• Contribute to business development strategies, market insights, and enhancement of KGI's wealth management offerings.
• Any other ad-hoc responsibilities assigned.

Requirements

• Experience in wealth management / investment advisory sales.
• Recognized university degree and relevant certification.
• Proven track record in client acquisition and retention success.
• Disciplined, with deep understanding of Compliance and Regulatory framework of the industry.
• Extensive investment product and market knowhow.
• Strong relationship management and sales skills.
• Driven, client-oriented with strong business acumen.