About the job
Senior Relationship Manager
Up to $12K + Performance Bonus
The Opportunity
Join the Private Wealth Group of a leading financial services and investments brand as a trusted advisor to a sophisticated portfolio of affluent individuals and family offices. In this role, you will blend sophisticated market navigation with relationship-driven consultation, tailoring financial strategies that drive capital growth and secure long-term client loyalty.
Key Priorities:
- Nurture & Protect: Act as the primary custodian for a premier book of high-value accounts, ensuring flawless execution and service excellence.
- Expand the Footprint: Actively identify and capture new market opportunities, onboarding premium wealth partners and driving AUM growth.
- Bespoke Portfolio Design: Architect sophisticated, multi-asset financial roadmaps tailored to unique risk appetites and wealth objectives.
- Market Execution: Sophisticated cross-asset advising utilizing global equities, fixed income, futures, options, and structured products.
Your Profile:
- 3+ years managing relationships and driving BD within the HNWI or Family Office ecosystem.
- Deep technical expertise in asset allocation and complex financial instruments.
- An entrepreneurial, commercial drive balanced with impeccable communication skills.
- Professional qualifications (CFA/FRM) are advantageous.
Additional Recruiter Notes:
- Please be advised that only shortlisted candidates will be contacted.
