Overview
The Asset Management Relationship Manager - Mutual Funds is a key role within our organization responsible for managing and growing relationships with clients in the mutual funds industry. The individual in this position plays a crucial role in developing and executing strategies to meet clients investment objectives, provide exceptional service, and drive business growth.
Key Responsibilities
- Manage and expand a client portfolio by establishing and fostering strong relationships
- Understand the financial needs and objectives of clients to provide personalized investment solutions
- Conduct in-depth financial analysis and research to provide valuable insights to clients
- Collaborate with internal teams to develop and present investment proposals
- Act as a trusted advisor, demonstrating in-depth knowledge of mutual funds and market trends
- Monitor clients portfolios and provide regular performance updates
- Drive sales initiatives and identify new business opportunities
- Ensure compliance with regulatory requirements and company policies
- Deliver exceptional client service and address inquiries and concerns in a timely manner
- Stay updated with industry developments and market conditions to make informed recommendations
Required Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field
- Minimum of 6 Months of experience in asset management, preferably focused on mutual funds
- Demonstrated track record in portfolio management and achieving sales targets
- Strong understanding of the mutual funds industry and investment products
- Excellent communication and interpersonal skills
- Proven ability to analyze financial data and market trends
- Ability to build and maintain strong client relationships
- Proficiency in relevant financial software and tools
- Sound knowledge of regulatory requirements and compliance standards
Skills: financial analysis,portfolio management,mutual funds,sales
