Senior Relationship Manager

Opportunity

Join a private wealth team within a well-established financial services and investments company, supporting affluent clients and family offices as a dependable advisor. This position calls for a blend of market awareness and relationship-led consultation, with the goal of shaping financial plans that support capital appreciation and build lasting client trust.

Core Priorities

• Serve as the main point of contact for a premium portfolio of high-value accounts, maintaining strong service standards and accurate execution.
• Spot and pursue new business opportunities, bring in premium wealth partners, and contribute to assets under management growth.
• Design tailored, multi-asset portfolios aligned to each client’s risk profile and long-term wealth goals.
• Provide cross-asset market guidance across global equities, fixed income, futures, options, and structured products.

Candidate Profile

• At least 3 years of experience in relationship management and business development within the high-net-worth individual or family office space.
• Strong technical understanding of asset allocation and complex investment instruments.
• Commercially driven, entrepreneurial, and able to communicate with clarity and professionalism.
• CFA or FRM credentials will be considered an advantage.

Additional Information

Only candidates who are shortlisted will be contacted.

EA # 24S2636