Relationship Manager
3 weeks ago
Company Overview: Our client is a next-generation, multi-family office specializing in bespoke financial services for ultra-high-net-worth individuals (UHNWIs) and families. With strong alternative investment capabilities, we provide a comprehensive suite of investment management services, designed to preserve and grow the wealth of clients across generations.
Position Overview: They are seeking a dynamic, experienced Family Officer/Relationship Manager to join our team. This role requires an experienced wealth management professional who brings a network of UHNWIs and a strong track record of advising affluent families on wealth and investments. The ideal candidate is both an experienced wealth manager and a knowledgeable investor, capable of crafting customized financial strategies to meet the evolving needs of ultra-high-net-worth families.
Key Responsibilities:
- Client Relationship Management: Act as the primary advisor and point of contact for a portfolio of UHNWIs and family clients, developing deep, trusted relationships based on holistic financial guidance and superior service.
- Wealth Strategy Development: Collaborate closely with clients to understand their family values, long-term objectives, and risk appetite. Design and implement comprehensive wealth management strategies.
- Investment Advisory: Tailor portfolios that align with each family’s unique goals and interests, knowledge or understanding of alternative investments is beneficial but not necessary (private equity, hedge funds, real estate, and venture capital).
- Network Development and Client Acquisition: Leverage an established network within the UHNWI community to generate new client opportunities, strengthen relationships, and grow your client base.
Qualifications:
- Experience in wealth management, private banking, or family office services, specifically serving UHNWIs and affluent families.
- Proven track record and existing network within the UHNWI community.
- Strong background in investing across traditional markets.
- Exceptional client management skills, with a demonstrated ability to build lasting, trust-based relationships.
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