Relationship Manager Family Office Clients (existing portfolio)
Relationship Manager Family Office Clients (existing portfolio)
A successfull global finance company who has years of experience providing comprehensive wealth management services is searching for a Client Relationship Manager who is achieving superior long-term financial performance by following a highly disciplined investment process that takes into consideration both liquid and private market assets.
Responsibilities
- Supporting families in managing complex ownership structures and establishing proper family governance
- Implementation and supervision of clients' transactional requests to ensure alignment between portfolio allocation and their risk profile
- Evaluation of clients' requirements and potential based on their risk profile, aligning financial guidance with the corresponding investment approach
- Specialized expertise and knowledge in developing solutions for clients in the generation, administration, and transfer of their wealth
- Establishment of a reputation as an adaptable and achievement-oriented CRM
- Advancement of investment services and offerings with the objective of achieving full client satisfaction within a reasonable timeframe
- Oversight of existing client portfolios and asset accounts
- Tailored solutions and services provided through a comprehensive advisory method for our sophisticated high-net-worth/ultra-high-net-worth clients
Your profile
- Skill in establishing and nurturing client relationships, ensuring their needs are recognized and fulfilled
- Essential proficiency in English. Knowledge of German/Italian/Spanish/French would be an added advantage
- Demonstrated successful history of at least 3-5 years of pertinent experience as a Relationship Manager
- Specialized technical proficiency in varying asset classes and their respective instruments/products (including private market investments, stocks, interest rates, foreign exchange markets, derivatives, as well as macroeconomics, financial theory, portfolio management, and asset allocation)
- Capability to discern clients' requirements and offer high-quality guidance, updates on financial market trends, and on clients' portfolios
- Motivation and commitment to excel in a goal-oriented and high-performance environment
- Specialized expertise and knowledge in developing solutions for clients in the generation, administration, and transfer of their wealth
- Establishment of a reputation as an adaptable and achievement-oriented CRM
- High-quality work output, precise record-keeping, keen attention to detail, and adept at organizing and prioritizing workload
- Outstanding presentation and interpersonal abilities
Emanuel Kessler
Über die Firma
