Relationship Manager

Commitment, expertise and sustainability – these are all values that mark us out as a family-run business. How we think and act is shaped by our owner, the Princely House of Liechtenstein, and its 900 years of tradition and entrepreneurial experience.
We appreciate the value of traditions and firm beliefs and know how important it is to share these with other people. We also know that it is values such as respect and a sense of responsibility that create trust and bring people together in an uncertain world.

Job Information

• To promote the business of investment advisory/ private banking in the identified target markets.
• Initiating and cultivating target client relationships for the firm. Introduce, develop, retain and expand profitable relationships.
• The primary focus will be to build an effective relationship with the clients and to advise them on financial products / Investment Portfolio in accordance with their investment profile/ needs.
• Manage client expectations throughout the transaction.
• Brief/ Inform Line Manager on key transactions prior to meeting/negotiating with clients (Large account/ deals).
• Client Relationship Management – Maintain KYC, client identification documents, meeting notes, contact databases, investment records, transaction records in electronic form and hard copy as required by the firm’s procedures and manuals.
• Be knowledgeable and familiar with the application systems, the product platforms and the range of products and services that can be offered.
• Work closely with booking centres in successfully offering products that enhance the client's total banking relationships.
• Demonstrates strong client servicing skills including collaboration, rapport building, influencing and consensus building skills. Maintain a good presentation skills and negotiation skills.
• Deliver on the business plan targets on AUMs and revenues whilst maintaining the highest quality standards.

Requirements

• Higher education in finance/accounting;
• Bachelor degree (FH / University), preferably with specialization in finance/accounting, is a plus;
• At least 2 - 3 years of relevant experience in accounting;
• Strong interest for the investment world;
• Excellent written and verbal communication skills, both in English and German;
• Very good IT user knowledge with MS Office, especially Excel and Word;
• Team player with strong social skills, with the ability to also work independently;
• Analytical thinking and attention to detail.

Contact Information

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact our HR Business Partner.

Lillian Quarta
LGT (Middle East) Ltd., Dubai
Human Resources