Relationship Manager

Role Summary

As a Relationship Manager, youll own the client journey from qualified lead onboarding through a structured 2-meeting process. Leads will be provided. Your job is to build trust, establish fit, guide the client through the process, and close onboardingthrough intellectual, consultative communication (not pushy selling).

This is a high-accountability role for someone who can speak confidently with sophisticated investors and drive conversion with maturity and clarity.

Key Responsibilities

1) Own the conversion journey (primary responsibility)

Introduce the product incredibly, build trust fast, and assess intent + fit based on client context and expectations

Present a guided portfolio review + financial planning using questionnaire inputs and internal team outputs/frameworks

Drive next steps and closure: follow-ups, objection handling, scope alignment, and conversion to onboarding

Important: You are not expected to create investment strategy or do deep portfolio research. Youll facilitate and communicate the outputs with high quality and conviction.

2) Conversion rigor + pipeline discipline

Maintain a clean pipeline (follow-ups, reminders, next steps, closure)

Document conversations and action items diligently

Improve conversion by tightening storytelling, objection handling, and meeting quality

3) Client experience and relationship ownership

Act as the single point of contact during conversion and onboarding

Ensure a premium experience: responsiveness, clarity, and professionalism

Build long-term relationship readiness (without overpromising)

Focus on expanding wallet share from the customer over a period of time

Experience

2 - 10 years in relationship management / sales / client conversion in wealth, fintech, PMS/AIF distribution, private banking, broking, or premium financial services

Comfortable working with affluent / sophisticated investors

Must-have skills

Consultative, intellectual selling: can influence without being pushy

Communication excellence: structured, confident, clear in calls and meetings

Markets interest: genuinely curious about financial markets.

Objection handling + closure: can move clients from interested to committed

Process discipline: pipeline management, follow-ups, strong ownership mindset