
Strategic Wealth Partner
23 hours ago
Job Overview:
We are seeking an experienced Senior Relationship Manager to join our Wealth Management team. The successful candidate will be responsible for building and managing relationships with high net worth individuals and family offices, providing expert investment advice, and driving business growth.
Key Responsibilities:
• Client Acquisition & Relationship Management: Develop and maintain strong relationships with existing and new clients, identifying opportunities to expand our presence in the wealth management market.
• Investment Advisory & Product Distribution: Offer expert advice on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and invitation-based investments within a specified ticket size range.
• Business Growth & Strategy: Contribute to the development of long-term business strategies, expanding our wealth management business through strategic partnerships and initiatives.
• Market Positioning & Networking: Represent the company at industry events, strengthening our brand positioning and networking with key stakeholders.
Qualifications & Experience:
• 7-12 years of experience in wealth management, 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, with a 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.
• Willingness to travel for investor meetings and networking.
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