VP / SVP, Relationship Manager, External Asset Management (EAM)

Job Description

Our client is a wealth management firm that they provide bespoke investment and financial solutions to HNWI clients. They provide multi-asset investment services including both public and private investments. As the business continues to grow, they are looking for a seasoned relationship manager to join the firm. Key responsibilities: • Develop and build business relationships with HNWI clients to drive AUM growth • Understand clients’ financial needs and appetite to provide bespoke wealth management solutions to them • Work with investment team to generate investment ideas across asset classes and asset allocations • Monitor clients’ portfolios, provide regular market trends and insights • Contribute to the process and operations enhancement • Work with senior management to strategize and lead the business growth Show More