Website:
rjeverlasting.com
Job details:
Company Description
RJ Everlasting Talent Network LLP is a forward-thinking HR consultancy start-up specializing in both legal and non-legal HR solutions. We are committed to meeting the diverse and evolving needs of modern businesses through tailored approaches. With a comprehensive understanding of HR legalities and practical application, we serve as a trusted partner in addressing workforce management complexities. We aim to empower organizations with effective solutions and expertise to navigate HR challenges confidently.
Role Description
This is a full-time role for a Relationship Manager – Wealth Products. The Relationship Manager will be responsible for establishing and nurturing client relationships, understanding financial goals, and providing tailored wealth management solutions. Your daily tasks will include managing a portfolio of high-net-worth clients, offering financial advice, cross-selling wealth products, and delivering exceptional customer service. You will collaborate with internal teams to ensure clients’ investment needs are successfully met.
Qualifications
- Relationship Management and Client Engagement skills to build lasting professional partnerships
- Strong knowledge of Wealth Products and Financial Planning
- Excellent Communication and Interpersonal skills to effectively liaise with clients and team members
- Sales, Cross-selling, and Negotiation skills to identify new business opportunities
- Proficiency in Financial Analysis, Portfolio Management, and Investment Strategies
- Strong organizational and time management skills to handle client portfolios and meet deadlines
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field
- Relevant certifications, such as CFP or CFA, are a plus
- Proven experience in the financial sector or wealth management is preferred
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