Alan & Grant, is a Human Resources and Business Advisory firm. By combining creative and strategic minds, we co-create relevant and impactful solutions to our clients.
…additionally, we are developing capabilities to create and manage a portfolio of HR & Enterprise Products aimed at enhancing employee performance, business agility and overall productivityKey Responsibilities
The relationship manager's role is to deepen relationships with existing clients, and it must be evident in the additional inflows we receive.
Manage the key stakeholders in different mandates
Ensure adherence to the service level agreement with clients
Supervise the admin support staff to ensure we meet the service agenda for the business and clients etc
Any duties or responsibility that may be assigned by your team lead or other senior members of staff
Requirements
A first-degree qualification in science, engineering, Finance or Social Sciences
Minimum of 3 – 5 years of professional working experience in the financial services industry
Relevant experience in Investment/Wealth Management or Financial Services
Strong business acumen to be able to recognize and interpret investment and commercial opportunities
Must have demonstrated ability to create sales/relationship opportunities with clients, prospects, and consultants within the institutional segment
Must have excellent presentation skills and in-depth product and broad investment knowledge
Familiarity and existing relationships with local and offshore institutional mandates.
Ability to comprehend quickly, filter complex information and escalate to other members of the team for follow-ups
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