Client Acquisition Manager - PMS

Role Overview

We are looking for a Relationship Manager – PMS Sales to join our growing Wealth Management organisation. The role involves client acquisition, relationship management, and business development for our Portfolio Management Services (PMS).

You’ll be responsible for identifying and onboarding high-net-worth clients, maintaining long-term relationships, and driving AUM growth through informed and ethical advisory.

Key Responsibilities

• Identify and acquire HNI and UHNI clients through networking, referrals, and partnerships.
• Conduct investor meetings, webinars, and portfolio reviews.
• Explain PMS strategies, asset allocation, and performance reports to clients.
• Coordinate with operations and compliance for seamless client onboarding.
• Maintain accurate records and sales activity reports in CRM tools.
• Track competitors’ offerings and market trends for insights and opportunities.
• Report business development activities and AUM performance to management.

Key Skills & Competencies

Technical Skills :

Commercial Skills :

Personal Skills :

Qualifications

Why Join Us?

Application Process

Interested candidates can apply directly via LinkedIn . Shortlisted applicants will be contacted for the next steps.