Relationship Manager
7 days ago
Key Responsibilities:
Investor Relationship ManagementNurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support.
Investor Acquisition & MarketingIdentify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking.
Strategic CommunicationCollaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUF's value proposition and investment strategy.
Event ManagementPlan and coordinate investor meetings, roundtables, and private events tailored to family office investors.
Market IntelligenceStay updated on industry trends, family office dynamics, and competitive landscape to continuously refine the investor engagement strategy.
Qualifications &
Skills:- 10+ years of experience in wealth management, private banking, or working with family offices.- Strong network within the family office and HNI/UHNI investor ecosystem.- Proven ability to build trust and long-term relationships with sophisticated investors.- Excellent interpersonal, communication, and presentation skills.- Self-starter with a strategic mindset and execution-driven approach.ApplySaveSaveProInsights
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