
Chief Client Relationship Manager
16 hours ago
A seasoned professional is sought to lead client partnerships efforts, driving business growth and nurturing high net worth relationships.
- Strategic business development plans are developed and executed to drive revenue growth and expand the client base.
- Cross-functional teams deliver exceptional client experiences through sales, onboarding, portfolio discussions, and relationship building.
- Complex investment strategies are communicated clearly to build trust with clients.
- Structured client feedback informs product direction through collaboration with the product and quant teams.
- Industry trends and modern tools are leveraged to drive efficiency and innovation.
- 5+ years of experience in wealth management, PMS/AIF advisory, or private banking.
- Strong academic background from premier institutions and willingness to obtain the NISM Series XXI-B (Portfolio Managers) certification.
- Demonstrated success managing high net worth individual and family office relationships.
- A strong mindset that includes AI-native productivity, end-to-end ownership, and a bias toward action.
- Fulfillment through outstanding work.
- Pursuit of excellence in all aspects of our work.
- Talent density: hiring one exceptional team member over multiple average performers.
- Relentless innovation and problem-solving.
- The speed of execution and improvement matters more than perfection.
- Radical candor: being kind is more important than being nice.
- Truth alone triumphs: changing minds when facts change.
- Pride in craftsmanship: what we build ends up building us.
- Freedom and autonomy: taking ownership and acting in the company's best interests.
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