Relationship Manager

Relationship Manager

Kimberly Ryan is seeking a high-caliber, results-driven Relationship Manager to join their dynamic Asset Management team. The role involves growing the firm's Assets Under Management (AUM) by leveraging a strong network of High-Net-Worth Individuals (HNIs) and institutional clients.

Responsibilities

• Aggressively grow the firm's AUM by utilizing your extensive client network and deep industry expertise to cross-sell and up-sell the firm's full suite of investment products and services.
• Construct, organize, and maintain tailored investment portfolios. Proactively manage client assets in alignment with their specific investment preferences, risk tolerance, and long-term financial goals.
• Conduct regular, high-level client meetings to assess financial status, identify needs, evaluate risks, and track progress against established goals.
• Collaborate with senior leadership to define, implement, and achieve the organization's short, medium, and long-term strategic objectives.
• Prepare accurate and insightful weekly activity reports. Compile comprehensive monthly performance reports and present findings and strategic recommendations directly to the Board of Directors.

Requirements

• Bachelor's Degree in Finance, Economics, Business, or a related field.
• Minimum of 5–8 years of relevant experience in Asset Management, Wealth Management, or Investment Banking.
• Deep understanding of the Nigerian financial markets and regulatory environment (SEC regulations).

How to Apply Qualified candidates who possess the right competencies and are confident to fulfill our expectations for this role should send their CV to resumes@kimberly-ryan.net