
Strategic Partnership Manager
14 hours ago
Seeking a results-driven professional to lead our client partnerships strategy, driving growth and fostering long-term relationships with high net worth individuals and family offices.
- Develop and execute business development plans to expand our reach and establish key partnerships.
- Own the end-to-end client journey, ensuring seamless sales, onboarding, portfolio discussions, and relationship-building processes.
- Clearly communicate our investment strategies, highlighting our unique value proposition and quant & AI-driven approach.
- Collaborate with cross-functional teams to gather client feedback and inform product direction.
Required Skills and Qualifications
- 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 in managing HNI/UHNI relationships, particularly with younger or tech-savvy clients.
- Able to leverage modern tools, such as AI agents and CRM software, to drive productivity and efficiency.
Benefits
- End-to-end ownership and accountability for client relationships.
- Opportunity to grow and develop our client partnerships strategy.
- Collaborative and dynamic work environment.
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