Senior Relationship Manager
4 weeks ago
Nationwide opportunities
Our Client
A boutique culture-driven investment management firm with over $600 billion in AUM, ranking among the most prominent investment firms in the world.
Value Proposition
Taking care of each client's individual needs within a local market with the best financial resources available globally.
Responsibilities
The Senior Relationship Manager develops new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI's). The position also maintains close, ongoing relationships with existing clients.
Key Responsibilities
- Develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI's)
- Maintain close, ongoing relationships with existing clients
- Work closely with HNW/UHNW clients with complex investment needs
- Partner with the internal planning and investment team to do a detailed needs analysis
- Implement investment strategies tied to client objectives and help clients cultivate the next generation as stewards of family wealth
Candidate Profile
The Senior Relationship Manager profile is as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors.
Requirements
- An existing network that can be cultivated and expanded within the community
- Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors
- Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions
- Comfortable interacting with individuals of significant wealth
- Personal integrity that is beyond reproach
- Strong academic credentials
- A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management
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