- 経験
- 2年以上
- 給料
- —
- 求人情報
- 1
- 投稿済み
- 6時間前
- 作業モード
- 在任中
- 再開する
- 応募必須
勤務地
仕事内容
About the Role
We are collaborating with a prominent global investment firm in their ongoing expansion across Europe to recruit an Investment Relationship Manager. This role presents a valuable chance for finance professionals eager to enhance their expertise in financial markets, investment strategies, and advisory services for high-net-worth clients within a prestigious international setting.
Key Responsibilities
- Oversee a portfolio of high-net-worth clients, fostering and sustaining long-term relationships.
- Serve as the primary liaison between clients and the firm's internal teams, including investments, research, trading, and client services.
- Proactively communicate updates regarding portfolio activities, developments in the market, and investment strategies.
- Ensure delivery of exceptional client service and effective relationship management.
- Engage in comprehensive training programs to deepen knowledge of financial and capital markets.
Candidate Requirements
- At least two years’ experience dealing with private clients in banking or wealth management sectors.
- Comprehensive understanding of financial markets, investment principles, and prevailing market trends.
- Proficiency in a European native language; fluency in English is a strong advantage.
- Possession of CFA qualification is a plus.
- Excellent communicative abilities and strong skills in building client relationships with a service-oriented approach.