Job description

A fast-growing portfolio management company is building out its wealth management sales function, and this Relationship Manager role sits at the center of that push. You identify and generate new leads through networking, referrals and other relationship-driven channels, building a steady pipeline of prospective wealth management clients. Meetings get set up directly with qualified prospects to pitch the company's offerings. Annual revenue targets get driven through new client acquisitions, with monthly targets tracked against the overall goal. Strong client relationships get built and nurtured to foster loyalty and repeat business. Post-sales support and regular follow-ups keep client satisfaction on track long after the initial sale. Success gets measured against leads generated, meetings scheduled, revenue achieved and client retention. An established client book and hands-on wealth management experience matter here, alongside a genuine passion for equity investments. This is a self-starter's role, built for someone ready to run their own practice and grow it independently.