Relationship Manager, Wealth Management

Job Summary

The Relationship Manager, Wealth Management provides operational support to the Wealth Advisors and other Business leads within the Wealth Management team in order to expand client-base, support the delivery of spot-on Client Experience, and grow Assets Under Management (AUM). This role reports to the Head, Wealth Management.

Job Details

• Support AUM drive-by segmenting the HNI target market and providing periodic reports on potential new business opportunities.
• Responsible for the end-to-end process of Account opening and client onboarding.
• Manage KYC documentation for new and existing clients.
• Responsible for generating client statements periodically.
• Process client redemptions and payouts as requested.
• Provide periodic reports on AUM figures, forecasting, and other records which may be required by the Team Lead. 
• Work closely with the Finance and Operations team on Wealth management transactions.
• Deliver exceptional client experience through client appreciation and recognition initiatives.
• Ensure communication to clients meets all defined internal control standards and external regulatory requirements.
• Implement and participate in compliance-related activities within the internal teams and other stakeholders.
• Attend product training (Roadshows) to be up-to-date with the market developments.

Requirements

Minimum Qualifications

• Bachelor's Degree in Finance, Accounting, Business Administration, Economics, or a similar course of study from a reputable university.
• At least 3- 5 years of work experience in Private Banking or Financial Services industry.
• Previous experience in a client service role in Private Banking or Financial Services.
• A master’s degree, MBA, CFA, or other relevant post-graduate qualifications is an added advantage.

Desired Knowledge, Skills, and Attributes

• Focuses on the client experience and works tirelessly on the client’s behalf.
• Good understanding of the investment products and landscape globally or locally.
• Strong relationship management skills.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
• Good knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate
• Proactive and driven with a keen eye for opportunities.
• Outstanding written and oral communication skills including a strong track record of cross-team and cross-client team participation.
• An energetic, positive, and innovative demeanor, with leadership skills to bring projects to successful delivery.
• Intellectually curious.
• A strong focus on excellence.
• Ability to plan and prioritize effectively.
• Proven ability to balance the demands of the various stakeholders.
• High level of emotional intelligence and self-awareness.

Compensation:

Competitive and commensurate with experience

About Company

Sankore Global Investments

https://www.sankore.com/

Founded in 2010, Sankore Investments is a wealth management firm that provides advisory, brokerage, fund management and other investment services to a range of clients including individuals and corporations. Our mission is to help our clients build, manage and preserve their wealth and we do this primarily by providing a bouquet of investment services tailored to the individual needs of each client. We are duly licensed by the Nigerian Securities and Exchange Commission (SEC) and hold the following SEC registrations across our business units: Investment Adviser, Portfolio Manager, Fund Manager, Broker/Dealer, Registrar, Issuing House and Trustee. We believe in Financial Inclusion and this is expressed in the technology products developed by one of our subsidiaries – Wealth Tech Limited.