Relationship Manager

4 days ago

Karachi, Sindh, Pakistan Bank Islami Pakistan Limited Full time

We are seeking a proactive and client-focused Asset Management Relationship Manager to manage and grow relationships with our institutional and high-net-worth clients. The ideal candidate will serve as the primary point of contact, understand clients' investment needs, provide tailored asset management solutions, and collaborate closely with portfolio managers to ensure client satisfaction and retention.

Key Responsibilities:

  • Build and maintain strong relationships with clients, understanding their financial goals and investment preferences

  • Act as a liaison between clients and internal asset management teams

  • Present investment products and strategies to clients, offering personalized advice and solutions

  • Monitor client portfolios and provide regular updates and performance reports

  • Identify opportunities for business growth and assist in client onboarding processes

  • Ensure compliance with regulatory requirements and internal policies

Qualifications:

  • Bachelor's degree in Finance, Business, or related field

  • Experience in asset management, wealth management, or relationship management preferred

  • Strong communication, interpersonal, and analytical skills

  • Knowledge of financial products, markets, and investment strategies.

Location: Karachi

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