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Strategic Client Advisor
2 months ago
We are a leading provider of family office services, dedicated to safeguarding and enriching family wealth for generations to come. Our team is passionate about delivering exceptional client experiences and driving growth in assets under management.
Job SummaryWe are seeking a dynamic Senior Relationship Manager to join our team. As a key member of our client relationship management team, you will be responsible for building and nurturing enduring relationships with our high net worth clients, presenting our innovative products and services in a compelling manner.
Key Responsibilities- Client Relationship Management
- Identify and introduce new high net worth clients to our family office services, presenting our unique value proposition and co-investment offerings.
- Act as the primary client contact, building and maintaining strong relationships through regular communication and proactive issue resolution.
- Professional Development
- Stay up-to-date with the latest trends and developments in the international alternative investments market, enhancing your expertise in wealth management.
- Engage in ongoing research to stay ahead of regional market trends and their impact on investor demand for international alternative investments.
- Foster a culture of continuous learning, proactively seeking out opportunities to adapt strategies in response to evolving market conditions.
- Collaboration
- Lead by example in client relationship management, empowering junior team members to expand the share of wallet for existing clients.
- Contribute to the growth and development of our firm by driving change and empowering colleagues and clients.
- Education & Experience
- Minimum of a bachelor's degree from a recognized university or equivalent.
- CFA as a preferred qualification.
- Previous experience selling investment products is a plus.
- Excellent communication and organizational skills, with a strong ability to work independently and as part of a team.
We offer a comprehensive package of benefits, work-life balance, professional development, a vibrant company culture, and an array of unique perks and amenities to support your personal and professional growth.
Join us and be a part of reshaping the future of family wealth. Elevate your career with The Family Office Company BSC (c) - where legacy meets innovation.