Relationship Manager - Banks / External Asset Manager
About Our Client
A young and dynamic Independent Asset Management Firm.
Job Description
* Manage and grow a portfolio of high-net-worth individuals (HNWI) and family offices.
* Design and implement custom wealth management strategies that reflect each client's unique financial goals.
* Leverage the firm's platform and resources to deliver top-tier, personalized financial solutions.
* Build long-term, trusted relationships with clients, ensuring their satisfaction and retention.
* Navigate complex financial markets, providing clients with timely and informed advice.
The Successful Applicant
* Experienced wealth managers with a proven track record of success.
* An entrepreneurial mindset, with the drive to succeed in an independent, flexible environment.
* Strong network of HNWIs and the ability to cultivate long-lasting client relationships.
* Deep understanding of wealth management and a passion for delivering bespoke financial solutions.
* Motivation to provide exceptional, luxury-driven service to clients seeking tailored experiences.
What's on Offer
* Tailor-Made Client Solutions: Provide flexible, bespoke wealth management strategies that are perfectly aligned with your clients' goals.
* Concierge-Level Service: Cater to a select clientele with white-glove service, ensuring their financial and lifestyle needs are met with precision.
* Solid Support Structure: Benefit from a strong platform, with expert teams in investment, compliance, and client support at your disposal.
* Flexibility & Autonomy: Enjoy the freedom to make decisions that align with your clients' best interests, free from rigid banking constraints.
* Luxury & Exclusivity: Offer high-net-worth individuals the exclusive, luxury-driven services they expect from a premier asset management firm.
If you're looking for a new challenge and are ready to move from the traditional banking world to a flexible, independent wealth management firm, we'd love to hear from you. Be part of a company where your expertise is valued, supported by a strong platform and a team that allows you the freedom to grow your business.
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