You Will Need To Build a Strong Understanding Of a Clients Risk Profile, Attitude Towards Risk, And Investment Objectives To Act As a Personal Relationship Manager Who Can Recommend The Right Product For The Individual, Family Or Corporates. The Qualities Expected Of a Relationship Manager Include

Trust, Integrity and Passion:in meeting your clients investment objectives by managing their portfolio well.

Pragmatic solutions:from you to resolve evolving complexities in asset classes and identifying the best financial solutions.

Proactive approach: on your part in spotting market opportunities on behalf of their clients to meet their investment needs.