Relationship Manager – HNWI
Posted:
Company Details
Job Details
Job Description
Relationship Manager
Job Ref. No: JAML 085
About the Role
The Relationship Manager is responsible for driving sustainable business growth by acquiring new clients, growing Assets Under Management (AUM), strengthening client relationships, and delivering exceptional customer experience. The role focuses on developing and managing strategic relationships with individual, corporate, institutional and intermediary clients while identifying opportunities to deepen existing relationships, retain clients, and promote the organization’s investment solutions. The Relationship Manager serves as a trusted advisor to clients by understanding their financial goals, recommending suitable investment products, coordinating internal service delivery, and ensuring timely resolution of client concerns while supporting the company’s strategic growth objectives.
Key Responsibilities
- Drive sustainable business growth through new client acquisition and AUM expansion.
- Develop and manage strategic relationships with individual, corporate, institutional and intermediary clients.
- Identify opportunities to deepen existing relationships and retain clients.
- Promote the organization’s investment solutions to meet client needs.
- Advise clients on suitable investment products based on their financial goals.
- Coordinate internal service delivery and ensure timely resolution of client concerns.
- Support the company’s strategic growth objectives through effective relationship management.
Qualifications & Experience
Academic Background & Relevant Qualifications
- Bachelor’s Degree in Finance, Economics, Business Administration, or a related field.
- Professional certifications such as Chartered Financial Analyst (CFA) or Chartered Institute of Securities & Investments (CISI) qualification would be an added advantage.
Experience
- Minimum of 5–7 years of experience in financial services, sales coordination, or relationship management.
- Must have existing relationships that meet the profile of Jubilee client.
- Prior experience working with Banks or distribution networks is an added advantage.
How to Apply
If you are qualified and seeking an exciting new challenge, please apply via [email protected] quoting the Job Reference Number and Position by Monday, 27th July 2026.
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