Eam Relationship Manager, Private Clients Investment
2 days ago
Our client is an EAM looking to grow its team of relationship managers to acquire Private Clients and Accredited Investors.
**Job description**
This is an outstanding opportunity for an experienced Relationship Manager who aspires to build their own financial advisory business.
**A little About You...**
- You build client relationships based on developing strategies focused on achieving the client's financial goals through the use of financial and wealth management solutions
- You have an established network of individual HNW clientele (AI clients)
- You have adequate knowledge of financial markets and instruments
- You maintain regular and ongoing contact with your clients to revise financial plans based on the review and modification of client needs or changes in the investment market. This will help develop and cultivate your client base through ongoing servicing
- You are a self-driven and entrepreneurial individual who aims to do what is best for every client with good communication and interpersonal skills enabling you to communicate with confidence at all levels
- Very attractive monthly trailer fee based on AUM garnered for our proprietary income solution for clients
- Attractive monthly and quarterly profit sharing on custodian bank financial instruments
- Access to research and trade ideas, as well as competitive pricing from various private banks and global markets platforms
- Specialist advice and Technical support
- Onboarding, Trade, and Regulatory Support
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