
Strategic Relationship Development Specialist
20 hours ago
Job Summary
We are seeking a seasoned Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with high net worth individuals and family offices.
Key Responsibilities:
- Develop and execute strategic plans to acquire new clients and expand existing relationships.
- Offer expert advisory services on various investment products, including mutual funds, alternative investments, and real estate investment trusts.
- Grow the wealth management business through long-term vision and planning.
- Represent our organization at industry events and strengthen brand positioning.
Qualifications & Experience:
- A minimum of 7-12 years of experience in wealth management, with a proven track record of managing high net worth individuals and family offices.
- Strong relationships with family offices and high net worth individuals.
- Expertise in wealth products, structured investments, and alternative asset classes.
- Proven ability to raise capital and manage large portfolios.
- An entrepreneurial mindset with interest in running a venture with equity participation.
- Experience in building and leading teams.
- Willingness to travel for investor meetings and networking.
Main Responsibilities:
- Client Acquisition & Relationship Management.
- Investment Advisory & Product Distribution.
- Business Growth & Strategy.
- Market Positioning & Networking.
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