Role Summary
As a Sr. Relationship Manager, you’ll own the client journey from qualified lead onboarding through a structured 2-meeting process. Leads will be provided. Your job is to build trust, establish fit, guide the client through the process, and close onboarding-through intellectual, consultative communication (not pushy selling).This would be a team handling role.
This is a high-accountability role for someone who can speak confidently with sophisticated investors and drive conversion with maturity and clarity.
Key Responsibilities
1) Own the conversion journey (primary responsibility)
Introduce the product incredibly, build trust fast, and assess intent + fit based on client context and expectations
Present a guided portfolio review + financial planning using questionnaire inputs and internal team outputs/frameworks
Drive next steps and closure: follow-ups, objection handling, scope alignment, and conversion to onboarding
Important: You are not expected to create investment strategy or do deep portfolio research. You’ll facilitate and communicate the outputs with high quality and conviction.
2) Conversion rigor + pipeline discipline
Maintain a clean pipeline (follow-ups, reminders, next steps, closure)
Document conversations and action items diligently
Improve conversion by tightening storytelling, objection handling, and meeting quality
3) Client experience and relationship ownership
Act as the single point of contact during conversion and onboarding
Ensure a premium experience: responsiveness, clarity, and professionalism
Build long-term relationship readiness (without overpromising)
Focus on expanding wallet share from the customer over a period of time
Experience
7-10 years in relationship management / sales / client conversion in wealth, fintech, PMS/AIF distribution, private banking, broking, or premium financial services
Comfortable working with affluent / sophisticated investors
Must-have skills
Consultative, intellectual selling: can influence without being pushy
Communication excellence: structured, confident, clear in calls and meetings
Markets interest: genuinely curious about financial markets.
Objection handling + closure: can move clients from “interested” to “committed”
Process discipline: pipeline management, follow-ups, strong ownership mindset
