Relationship Manager

3 weeks ago


Boca Raton, United States Capital Max Full time

Company Description

Capital Max is an investment, advisory, and fund placement firm based in Boca Raton, FL. With a focus on alternative investments, we provide advisory services and raise capital for investment managers in various asset classes, including hedge funds, real estate, and venture capital. Our dedicated team is committed to building relationships that deliver repeat success by understanding our clients' business objectives and finding effective ways to achieve them.


Role Description

This is a full-time on-site role for a Relationship Manager at Capital Max. The Relationship Manager will be responsible for managing client relationships, providing investment advisory services, and raising capital for investment managers. The day-to-day tasks will include conducting market research, identifying potential investors, strategizing fundraising initiatives, coordinating due diligence processes, and maintaining ongoing communication with clients.


Qualifications

  • Experience in investment management or financial services industry
  • Strong knowledge of alternative investments and asset classes
  • Excellent communication and interpersonal skills
  • Demonstrated ability to build and maintain client relationships
  • Proven track record of fundraising or sales success
  • Ability to understand and analyze financial data
  • Proficiency in Microsoft Office suite
  • Bachelor's degree in finance, economics, or related field

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