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High Net Worth Individual Relationship Specialist
3 weeks ago
As a trusted partner of high net worth individuals and entrepreneurs, family offices and foundations rely on us to create lasting value through bespoke solutions tailored to their unique needs.
We offer a comprehensive range of traditional and alternative investment solutions, as well as expert advice on all aspects of wealth management. Our team collaborates closely with clients to develop and maintain long-term relationships, providing an exceptional client experience.
The Relationship Manager is responsible for acquiring new clients and assets, growing existing business relationships, and working in partnership with the Investment Manager to achieve this goal.
Key Responsibilities:
- Develop, manage and maintain overall relationships with clients
- Serve as the first point of contact and primary point of contact for client complaints
- Identify and pursue new business opportunities with new and existing clients
- Collaborate with the Investment Manager to build deeper client relationships
- Maintain day-to-day responsibility for advising clients within the required regulatory framework
What We Offer:
- Comprehensive leave benefits
- Flexible working arrangements
- Annual paid leave, plus public holiday
About Us:
Our organization strives for a culture where we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
We welcome applications from all people and promote a positive, fair and inclusive work environment.