Relationship / Wealth Manager - Bonds

Job Description

Key Responsibilities: Identify, Build and manage a portfolio of high-net-worth individuals (HNIs), corporate clients, and institutional investors. Promote listed bonds and FDs as an investment product, understanding client requirements and offering tailored solutions. Develop strong relationships with existing clients, ensuring customer satisfaction and retention. Identify new business opportunities through networking, referrals, and market intelligence. Stay updated on market trends, product developments, and regulatory changes in the fixed-income space. Collaborate with internal teams, including research and product specialists, to provide clients with in-depth insights and analysis. Achieving and exceed sales targets by delivering consistent performance. Qualifications and Experience: Bachelors degree in finance, Business Administration, Economics, or a related field (MBA preferred). 3+ years of experience in financial services, wealth management, or investment advisory, with exposure to fixed-income products. Strong understanding of bonds, fixed-income securities, and capital markets. Excellent communication, negotiation, and relationship management skills. Self-motivated, goal-oriented, and capable of working independently.