Relationship Manager
1 week ago
Relationship Manager - Investment Clients
">We are seeking an experienced professional to join our team as a Relationship Manager - Investment Clients at Mayford James. In this role, you will be responsible for building and maintaining strong relationships with our investment clients.
">Key Responsibilities:
">- ">
- Understand clients' investment objectives and portfolio strategies">
- Liaise with internal support teams to ensure seamless client servicing">
- Collaborate with clients to develop customized investment solutions">
- Monitor and report on client performance metrics">
Requirements:
">We are looking for a candidate with at least 5+ years of relevant industry experience, including expertise in equity and fixed income strategies, UCITS fund onboarding, and segregated accounts. Fluency in Spanish is also required.
">Salary Range: $85,000 - $115,000 per year
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