Relationship Manager

Our client, who is involved in investments is seeking a Relationship Manager. Reporting to the Relationship Officer your responsibilities will include:   

• Compile and submit client applications for residency or citizenship programs.  
• Build and manage relationships with clients and their advisors.  
• Ensure customer acquisition, retention, and income generation.  
• Provide expertise across all residency and citizenship programs.
• Support ancillary requirements as needed.  
• Identify cross-selling opportunities to align with client needs.  
• Manage application processes, escalating issues as needed.  

Working Hours: Monday - Friday: 0900hrs - 1700hrs 

• Atleast 2 years of account management experience in investments, insurance, private banking, or wealth management
• Proven success in building and maintaining multi-level client relationships.
• Experience and knowledge in the immigration by investment industry / banking / financial services.
• Detail-oriented, independent, and team player.
• Proficient in MS Office and CRM.
• Proactive in anticipating and addressing problems, taking action to prevent issues, and effectively interpreting and anticipating client needs.
• Exceptional time and task management skills, with the ability to handle multiple conflicting priorities.
• Fluent level of spoken and written English.

• Holds an undergraduate degree in business, economics, marketing or other related disciplines

• Health insurance
• Performance Bonus
• Hybrid work
• Discounted Parking
• Wellness Allowance