Relationship Manager Family Office / HNW & UHNW Investors

Place of Work: CBD

Reporting Line: CEO

Start Date: ASAP

Main Responsibilities

1. Actively identify, qualify and acquire new accredited investors / family offices / high-net-worth

clients drive the Company's AUM growth;

2. Maintain and nurture existing relationships to ensure satisfaction and long-term retention of

clients AUM with the Company;

3. Proactively engage existing relationships to encourage repeat business and identify

continuing opportunities to increase clients AUM with the Company;

4. Analyze and deliver timely insights on industry / client demand trends to support refinement of

Company's product pipeline and offering;

5. Facilitate collation of required information for KYC / AML / CFT due diligence as well as

execution of subscription and/or other investment-related documents.

Required Skills

1. Network - Solid book of relevant contacts and industry relationships;

2. Financial Expertise – Strong proficiency in financial products with a focus on private markets

instruments including primary and secondary offerings in private equity, venture capital,

private credit, structured products, etc..

3. Consultative Sales – Ability to build strong relationships with and place funds from accredited

investors / family offices / high-net-worth clients in private markets instruments;

4. Organization – High attention to detail, ability to manage multiple tasks, and strong time

management;

5. Ethical Conduct – High integrity, responsibility and adherence to confidentiality and data

privacy standards when handling client relationships and business information.

Required Qualifications / Experience

1. Education – Bachelor's or Master's degree in finance, economics, or a related field; CFA or

similar qualification is desirable.

2. Experience – 8-10 years prior experience in wealth management, private banking or

institutional sales with a focus on accredited investors / family offices / high-net-worth clients

is required. Exposure to variety of private markets asset-classes is highly preferred.