Relationship Manager
2 days ago
Key Responsibilities:
- Investment Product Sales & Distribution – Market and distribute Crewstone's suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives.
- Financial Planning & Advisory – Deliver tailored investment advice and comprehensive wealth solutions that align with each client's financial objectives, risk profile, and investment preferences.
- Client Relationship Management – Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.
- New Client Acquisition – Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.
Requirements :
● A minimum of 3–5 years of experience in wealth management, financial advisory, or private banking● Proven sales track record in managing and growing portfolios of HNWIs, family offices, or institutional investors.
● Demonstrated hunter mentality with a strong ability to source, engage, and close new clients and investment opportunities.
● Excellent communication, presentation, and interpersonal skills to effectively engage with clients and stakeholders.
● Ability to work independently and manage multiple client portfolios effectively.
● Ability to work in a fast-paced, high-pressure environment while maintaining high levels of professionalism.
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