Relationship Manager (Hybrid)

Our client, operating in the investment sector, is seeking a Relationship Manager to manage client applications for residence and citizenship programmes. Forming part of a team, the role focuses on building strong client relationships, ensuring a smooth application process, and supporting customer acquisition and retention while reporting to the Managing Partner.

• 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 , 1 hour break, Full time - 35 hours weekly

Requirements

• 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.

Benefits

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