# Relationship Manager

> Catilas Resources Limited · Lagos, Nigeria · Full-time · Posted 2024-03-25

**Workplace:** on_site

## Description

Company Overview:

Our client is a reputable asset management company specializing in treasury & investments, asset management equities, fixed income, alternative investments, etc.

Location: Ikoyi, Lagos

Job Type: Full-time

Minimum Experience: 3 years in relationship management or client-facing roles within the asset management industry

Job Overview:

We are seeking a skilled and client-oriented Relationship Manager to join our client's team. As a Relationship Manager, you will be responsible for managing a portfolio of clients, understanding their investment objectives, and delivering customized solutions to meet their needs.

Responsibilities:

Client Relationship Management:

-   Build and nurture strong relationships with clients, including institutional investors, corporations, and high-net-worth individuals, to understand their investment goals, risk tolerance, and financial preferences.

-   Serve as the primary point of contact for clients, addressing inquiries, providing investment advice, and delivering personalized solutions to meet their evolving needs.
-   Conduct regular meetings, reviews, and communications with clients to assess performance, discuss investment strategies, and offer recommendations.

Portfolio Analysis and Investment Advisory:

-   Analyze client portfolios, asset allocations, and investment holdings to evaluate performance, risk exposure, and alignment with investment objectives.

-   Provide proactive investment advice, asset allocation strategies, and product recommendations based on client profiles, market trends, and economic outlook.

New Client Acquisition and Business Development:

-   Identify and pursue opportunities for new client acquisition, leveraging existing networks, referrals, and marketing initiatives to expand the client base.

-   Develop and implement business development strategies, including client prospecting, presentations, and relationship-building activities to grow assets under management (AUM) and revenue.

## Requirements

Qualifications:

-   Bachelor's degree in Finance, Business Administration, Economics, or related field.
-   Minimum of 3 years of experience in relationship management, client advisory, or similar roles within the asset management industry.
-   Strong understanding of financial markets, investment products, asset allocation strategies, and risk management principles..
-   Proven track record of managing client portfolios, achieving revenue targets, and driving business growth in a competitive environment.

## Apply

[Apply at Catilas Resources Limited](https://apply.workable.com/catilas-resources-limited/j/8FE49D1405/apply)

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