Relationship Managers are an important part of Finalytix value chain.  RMs will be required to interact with various clients which include Ultra-HNWIs, Family Offices and Independent Financial Advisors (IFA).

Duties and Responsibilities

• Manages Finlaytix Client relationships with a certain number of high net-worth individuals and clients
• Understands the needs of wealthy clients and accordingly caters to those requirements via the objectives of Finalytix
• Monitors and manages existing credit relationships
• Develops new business by identifying and contacting existing or prospective clients and promotes Finalytix service offerings
• Caters to a wide range of prospective clients in different geographies
• Manages introductions to third party consultants from time to time

Skills and Specifications

• Must have strong inter-personal skills and a strong existing network among the high-net worth individuals
• Demostrable capabilities for sales, finance and banking
• Must understand the fundamentals of business processes and should be able to analyse the nuances of business deals
• Leadership skills and strong negotiation skills are helpful
• Strong communication skills and presentation skills are highly desireable

Education and Qualifications

• Minimum of 2-3 years experience in financial services
• University Degree either Bachelors or Masters (will also undergo a general IQ Test)
• Submit GMAT, GRE or SAT scores
• Strong English Language skills (will under go general English Competency Test)
• Second Language skills desirable (ideal languages include Arabic, Russian, Mandarin, Hindi and French)
• Submit degree certificates