Wealth Management Professional
1 week ago
Job Opportunity:
Senior Relationship Manager – Wealth Management SolutionsWe are seeking a seasoned and accomplished Senior Relationship Manager to spearhead our wealth management business.
- Client Acquisition & Relationship Management
- Establish and nurture relationships with high net worth individuals (HNIs) and family offices, driving growth through strategic partnership building.
- Offer expert investment advice on various financial products, including mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts.
- Develop and execute a long-term vision for expanding the wealth management business, identifying opportunities for growth and improvement.
- Represent the organization at industry events, strengthening brand recognition and establishing key connections within the market.
Requirements and Expectations:
Qualifications & Experience:- 7-12 years of experience in wealth management, managing HNIs and family offices.
- Strong relationships with HNIs and family offices.
- Expertise in wealth products, structured investments, and alternative asset classes.
- Proven ability to raise capital and manage large portfolios.
- Entrepreneurial mindset with interest in running a venture with equity participation.
- Experience in building and leading teams.
- Willingsness to travel for investor meetings and networking.
Benefits and Perks:
As a valued member of our team, you can expect a competitive compensation package, opportunities for professional growth, and a dynamic work environment that fosters innovation and collaboration.
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