Requirements

Role Overview:

The Relationship Manager - HNI in the Investor Relations (IR) department will be responsible for managing relationships with High Net-worth Individuals (HNIs) who are key investors in the Economic Transformation Council’s initiatives. The role involves building and maintaining strong, long-term relationships with HNIs, offering tailored advisory services, and ensuring investor satisfaction. The candidate will play a critical role in communicating the Council's economic vision, investment opportunities, and strategic plans to HNI investors.

Key Responsibilities:

• Investor Engagement: Develop and maintain strong relationships with HNI investors, understanding their financial goals and aligning them with the Council’s objectives.

• Personalized Communication: Provide regular, customized updates and reports on projects, investment performance, and market insights relevant to HNI interests.

• Investment Solutions: Offer personalized investment strategies and opportunities aligned with the Council’s economic and business initiatives.

• Client Retention: Address investor queries promptly and efficiently to ensure long-term client satisfaction and retention.

• Networking and Events: Organize and participate in high-level investor meetings, networking events, and conferences to strengthen relationships and attract new HNIs.

• Market Research: Stay up-to-date on market trends, economic developments, and relevant industries to provide timely insights and advice to HNI investors.

• Reporting: Provide detailed financial reports, project performance summaries, and progress updates to investors on a periodic basis.

• Collaboration: Work closely with internal teams (e.g., finance, strategy, and communication departments) to ensure investor expectations are met.

• Compliance: Ensure all investor relations activities comply with financial regulations and the Council's internal policies.

Qualifications:

• Educational Background:

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.

• A Master’s degree or relevant certification (e.g., CFA, CAIA) is preferred.

Experience:

• 5+ years of experience in Investor Relations, Wealth Management, or similar roles focused on HNI clientele.

• Experience in financial services, economic development, or business consulting is highly valued.

Skills:

• Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly and persuasively to high-net-worth individuals.

• Relationship Building: Strong interpersonal skills and the ability to build trust with investors.

• Financial Acumen: In-depth understanding of financial markets, investment strategies, and economic trends.

• Negotiation Skills: Proficiency in negotiating with clients and offering tailored financial solutions.

• Analytical Thinking: Ability to analyze market trends and assess investment risks and opportunities.

• Presentation Skills: Skilled in presenting data and project updates in a professional and convincing manner.

Personality Traits:

• High degree of professionalism, confidentiality, and trustworthiness.

• Proactive, self-driven, and client-focused.

Key Performance Indicators (KPIs):

• HNI investor retention rate.

• Number of new HNI investors onboarded.

• Satisfaction levels of HNI clients based on feedback and surveys.

• Quality and frequency of client communication.

• Success of events and investor meetings organized.

Remuneration:

• Competitive salary with performance-based incentives.

• Benefits package including health insurance and professional development opportunities.