Job description
Role Overview We are looking for a smart, highly articulate, and commercially minded Relationship Associate to support our growing base of High-Net-Worth (HNI) clients. In this entry-level role, you will act as a dedicated customer success advocate and growth partner. You will guide HNIs through their onboarding journey, resolve their platform needs with white-glove care, and build the deep trust required to identify upselling opportunities and drive growth in Assets Under Management (AUM).
If you are a natural relationship-builder who loves the financial markets and wants to learn how to manage and sell to premium clients, this is the perfect place to start your career.
Key Responsibilities
● White-Glove Customer Success: Act as the dedicated, day-to-day point of contact for HNI clients. Answer questions, resolve operational issues, and ensure a seamless, premium platform experience. ● Premium Onboarding: Personally guide new high-value clients through the registration, documentation (KYC), and first-time deposit processes with high attention to detail.
● Relationship-Led Sales: Proactively engage existing clients to check on their experience and introduce them to new or higher-value investment products to help grow our AUM. ● Portfolio & Market Tracking: Learn to interpret market updates and portfolio performance reports so you can confidently discuss them with clients.
● CRM & Account Management: Keep meticulous records of client profiles, preferences, and feedback in our CRM to help the sales team personalize future pitches. ● Team Collaboration: Work closely with senior relationship managers, asset management, and compliance teams to resolve complex client requests quickly.
Qualifications
& Experience ● Experience: 0–2 years of experience in high-touch customer success, premium customer support, telesales, or client-facing roles (experience in a fintech, bank, or investment firm is a plus). ● Communication Powerhouse: Flawless written and verbal communication skills. You must be poised, professional, and comfortable interacting with affluent clients.
● Interest in Capital Markets: A strong curiosity or basic understanding of how the stock market, mutual funds, and dollar investments work (we will train you, but you must be eager to learn fast). ● High Emotional Intelligence: Exceptional listening skills, empathy, and the ability to build trust quickly over the phone or email.
● Organizational Discipline: Highly organized, proactive, and capable of managing a list of premium accounts without letting details slip. ● Education: Bachelor’s degree in Finance, Business Administration, Economics, Communications, or a related field. Core Competencies ● The "Customer-First" Sales Mindset: You believe that giving great service is the best way to drive natural sales and loyalty.
● Impeccable Integrity: Absolute discretion and professionalism when handling sensitive client financial information. ● Coachability: A fast learner who takes feedback well and is eager to grow into a full relationship management role.