Relationship Manager (HNW Portfolio)

AI overview

Manage premium client portfolios, drive engagement, and provide exceptional service to high-volume users in a flexible, fintech-savvy environment.

Company: FASSET

Location: Pakistan



Executive Summary

We are looking for an experienced Relationship Manager to join our High-Net-Worth (HNW) Desk. This role is responsible for managing a premium portfolio of clients, driving platform engagement, and providing "white-glove" service to our highest-volume users.


Core Responsibilities

  • Portfolio Management: Serve as the primary point of contact for a selected group of high-ticket users.
  • User Reactivation: Engage with dormant high-volume users to understand their needs and facilitate their return to the platform.
  • Conversion Excellence: Support KYC-verified users in navigating their initial high-value deposits and transactions.
  • Retention & Loyalty: Proactively manage active VIP accounts to minimize churn and maximize "Total Value Locked" (TVL).



The Ideal Candidate

  • Experience: Minimum 4 -10 years in Priority Banking, Private Banking, or Wealth Management.
  • Fintech Savvy: A strong understanding of digital wallets, transaction flows, and financial technology.
  • Education: Bachelor’s degree in Finance, Economics, or a related field.
  • Soft Skills: High level of emotional intelligence (EQ) and the ability to build trust with high-net-worth individuals.
  • Communication: Fluent in English and Urdu. Ability to explain complex financial benefits in simple terms.
  • Remote Work: Flexible working environment with a global team.



Performance Evaluation

Success in this role will be measured by:

  1. Reactivation Rate: Percentage of dormant accounts brought back to active status.
  2. Portfolio Volume: The growth of transaction volume within the assigned client list.
  3. Deposit Conversion: Success rate of onboarding KYC-verified users to their first deposit.
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