Relationship Manager (HNW/UHNW)

Brief Summary:

This position entails a pivotal role in business development, focusing on client acquisition and asset management across various regional markets. Ideal for candidates with strong networking skills and a proven track record in financial services.

Responsibilities:

• Develop and implement strategies to achieve targets for revenue and asset under management (AUM).
• Establish relationships with accredited investors, institutional clients, family offices, and corporate investors.
• Generate new business opportunities across designated regional markets.
• Originate fund and asset management mandates, including bespoke investment solutions.
• Maintain an active pipeline of business leads and convert opportunities to successful onboarding.
• Foster long-term relationships with clients, ensuring high standards of service.
• Promote investment products and strategies while collaborating with investment teams.
• Conduct market research to monitor trends and identify new business opportunities.
• Ensure all activities comply with regulatory requirements and internal policies.

Requirements:

• Bachelor's Degree in Finance, Business, Marketing, or a related field.
• 5–10 years of experience in business development or sales within financial services.
• Proven track record in client acquisition and capital raising.
• Established network within the investment community, with specific knowledge of the regional markets.
• Strong sales, negotiation, and presentation skills.
• Familiarity with CRM systems and Microsoft Office.
• Excellent communication skills, both written and verbal.
• Ability to navigate different markets and cultural contexts effectively.