Senior Relationship Manager
Senior Relationship Manager
Posted on :
05-04-2025
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1 Vacancy
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Job Description
Our is a UHNW MultiFamily office with offices in The Caribbean & Miami
The role includes working closely with senior management and Investment Advisors and is responsible for acquiring and servicing high net worth clients in the targeted countries and regions through providing wealth structuring advice and offering clients the full range investmentrelated services
RESPONSIBILITIES:
Develop new private client business and grow the assets under management and revenue utilizing our clients open architecture platform and multiple booking centers.
Will be required to work closely with clients and manage relationships.
Review alternative and traditional fund strategies used in client portfolios
REQUIREMENTS
Direct experience in client service and managing client portfolios with minimum 5 years experience in relevant field.
Bachelors degree and preferably a professional certification such as CAIA CFP or CFA designation.
The successful candidate is required to grow a book/portfolio of business consisting of highnetworth clients and can provide financial solutions to clients.
Knowledge of investments and the ability to assist clients with of security trading
Solid analytical and problemsolving skills
Familiarity and/or proficiency with multicustodial reporting systems and CRM systems desirable
Fluency in French Spanish and Portuguese desirable
Bachelors degree and preferably a professional certification such as CAIA CFP or CFA designation.
The successful candidate is required to grow a book/portfolio of business consisting of highnetworth clients and can provide financial solutions to clients.
Knowledge of investments and the ability to assist clients with of security trading
Solid analytical and problemsolving skills
Familiarity and/or proficiency with multicustodial reporting systems and CRM systems desirable
Fluency in French Spanish and Portuguese desirable
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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