Relationship Manager

We are looking for a Relationship Manager to join Meta-X, one of Armenia's leading investment companies, to drive client acquisition, manage key portfolio accounts, and deliver tailored financial solutions to high-net-worth clients.

Manage, retain, and expand long-term, trust-based relationships with a premium, high-net-worth (HNW), and ultra-high-net-worth (UHNW) client portfolio. 

Provide tailored financial, investment, and wealth management advice aligned with individual client objectives. 

Present, promote, and execute client orders across the company's product portfolio, including securities brokerage, FX operations, bonds, structured products, and custody services. 

Proactively identify cross-selling opportunities across investment services.

Conduct regular portfolio reviews, market updates, and performance reporting for premium clients.

Act as the primary point of contact for complex client inquiries and service-related matters, coordinating promptly with specialized product teams, legal, and credit risk experts. 

Proactively resolve client issues and requests in an efficient, solution-oriented manner while keeping commitments and delivering high service excellence. 

Manage the client onboarding process end-to-end, providing timely updates to clients and relevant internal stakeholders throughout the process.

Coordinate client calls, meetings, advisory sessions, and other interactions, ensuring effective preparation, follow-up, and communication.

Oversee end-to-end client onboarding and order execution, ensuring suitability assessments and strict adherence to internal policies, Know Your Customer (KYC), Anti-Money Laundering (AML), and regulatory standards. 

Maintain and regularly update daily transaction checklists, ensuring that all required steps, approvals, documentation, and follow-up actions are completed accurately and on time.

Organize and attend exclusive client networking events, seminars, and advisory sessions to strengthen client loyalty.

Drive portfolio acquisition and assets under management (AUM) growth by leveraging personal networks, referrals, and strategic business development outreach. 

Maintain accurate CRM records, pipeline data, and proper documentation of all client communications. 

Bachelor's or Master's degree in Finance, Business Administration, Economics, or a related field. 

Experience Levels: Minimum 4+ years of experience in Premium Banking, Wealth Management, Private Banking, brokerage, or Senior Relationship Management. 

Fluency in English, Russian, and Armenian (written and spoken). 

Strong knowledge of financial products, equities, fixed income, wealth structuring, FX operations, bonds, structured products, custody services, and investment strategies. 

Proven track record of managing high-value portfolios, achieving sales targets, driving AUM growth, and maintaining high client retention rates. 

In-depth understanding of regulatory compliance, KYC/AML frameworks, risk management protocols, and internal suitability policies. 

Outstanding communication, negotiation, presentation, and interpersonal skills with a strong ability to build trust with sophisticated clients. 

Strong organizational and coordination skills, with the ability to manage multiple client processes, meetings, transactions, and follow-up activities simultaneously.

High sense of responsibility, reliability, professional ethics, strong client orientation, and ability to work effectively under pressure. 

Analytical mindset, attention to details, and a data-driven approach to pipeline management and CRM tool usage.

What We Offer

Competitive compensation package.

Comprehensive health insurance.

Continuous professional development opportunities.

A modern, collaborative, and high-performance working environment.