Senior Relationship Manager

Manager, Management, PC, Supervision
Full Time
Work from home not available Travel not required

Job Description



SUMMARY


Responsible for developing and maintaining relationships with clients including both asset owners and asset managers as well as originating investment products including equity, fixed income, real estate and other alternatives. Responsible for providing information about financial market and investment products for clients to support their investment decision. Responsible for creating solution for meeting, clients' needs/requirements in conjunction with specialized staff.




MANAGEMENT/SUPERVISION


One or more AVP/SA level employees.




JOB FUNCTIONS/DUTIES AND RESPONSIBILITIES


  1. Develops and maintains business relationships with clients including both asset owners and asset managers, and identify business opportunities with them.


  2. Pursues and generates new clients and new transactions from existing clients.


  3. Communicates with banks, brokers, consultants and other institutions to source potential new business.


  4. Provides information about financial market and investment products for clients to support their investment decision.


  5. Creates products/solution to meet clients' needs/requirements in conjunction with specialized staff.




REQUIREMENTS


  1. MBA degree or equivalent with 12+ years of experience in an investment management company or a Bachelor s degree or equivalent with 15+ years of related experience.


  2. PC Skills: spreadsheets and work-processing. Excellent oral and written communication in English.


  3. Excellent knowledge of the asset management industry, investment products, fund vehicles and services. Expert knowledge of one or more products or functions.


  4. Communication skills: communicate with clients and colleagues with appropriate level of presentation skills.


  5. Excellent knowledge of department policies and procedures. May recommend implementation or revision of policies and procedures.


  6. Understands the importance of compliance issues in the execution of daily activities. Ensures compliance in daily work and may be responsible for training subordinates




PHYSICAL DEMANDS


Role requires travel within US.


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Dice Id : 90764204
Position Id : 4396916
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