Relationship Manager at Optiva Capital Partners

• As the Relationship Manager/Business Development/Business Manager, you will be responsible for establishing and maintaining relationships with clients and driving business growth for Optiva Capital Partners.
• You will play a crucial role in identifying and securing new business opportunities, as well as maintaining and expanding existing client relationships.
• The ideal candidate will have a strong background in investment management and a proven track record of success in business development.

Responsibilities

• Proactively identify and pursue new business opportunities, building and maintaining a pipeline of prospective client
• Manage client relationships, providing exceptional service and delivering tailored investment solution
• Plan and execute daily field sales prospecting calls
• Ensure every client is contacted at least once a month via phone, visit, email, etc
• Ensure every client is visited and seen at least once every quarter
• Ensure relevant renewal notices are sent to clients in a timely manner for time-tenured documents

Requirements

• Minimum of 35years old and not less than 5 years of work experience
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients and internal teams
• Ability to work independently and in a team-oriented environment
• Highly motivated, with a strong drive to achieve results