Job Profile | GISI CERTIFIED RELATIONSHIP MANAGER
Takoradi | Permanent
Banking & Finance
Duties and Responsibilities:
Client Acquisition and Development
- Identify potential clients through networking and market research
- Conduct in-depth client meetings to understand their financial goals, risk tolerance, and investment
objectives - Develop customized investment strategies aligned with client needs and present compelling proposals
- Onboard new clients and ensure smooth account opening process
Relationship Management
- Regularly engage with clients to provide ongoing portfolio updates, market insights and financial advice
- Proactively address client concerns and resolve issues promptly
- Foster strong rapport and build trust with clients to maintain long-term relationships
Cross-selling and Business Development
- Identify opportunities to cross-sell the Firm’s diverse range of products and services
- Actively seek new business leads by leveraging existing client relationships and referral networks
- Participate in marketing initiatives and client events and outreach programs to promote the Firm’s
brand and offerings
Compliance and Risk Management
- Strictly adhere to all regulatory requirements related to client onboarding, Know Your Customer
(KYC) and Anti-Money Laundering (AML) procedures - Monitor client activity for potential risk issues and report any concerns to relevant compliance
teams - Report any compliance concerns or irregularities to the relevant compliance and risk management
teams. - Stay updated on regulatory changes and ensure all business practices align with the latest legal
and compliance standards.
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