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Investment Relationship Manager

Job description

Our client is a prominent financial services firm specializing in wealth management, investment advisory, and financial planning. We are seeking a driven and detail-oriented Investment Relationship Manager to join our team.

As the Investment Relationship Manager, you will be responsible for developing and maintaining client relationships, providing investment advice, monitoring and managing investment portfolios, and ensuring compliance with industry regulations. You will stay updated with market trends, meet with clients regularly to review portfolios, and handle client complaints to ensure high satisfaction.

You should have a background in financial services, with a focus on investment strategies and client relationship management. Ideally, you hold a degree in finance, business, economics, or a related field. CFA or CFP certification is a plus.

Interested? Apply directly, or contact Luke Gauci at +356 9903 6496 or via email at luke.gauci@reed.com.

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