Relationship Manager

Responsibilities:

• Client Relationship Management:
• Cultivate and maintain strong relationships with high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (UHNWI).
• Identify new business opportunities through referrals and networking.
• Understand clients' financial objectives, risk tolerance, and investment preferences.
• Investment Advisory:
• Provide personalised investment advice, including asset allocation, portfolio construction, and risk management.
• Collaborate with our in-house research team to stay informed about market trends and investment opportunities.
• Wealth Planning:
• Work closely with clients to create comprehensive wealth management plans.
• Address estate planning, tax optimisation, and succession planning.
• Client Reporting:
• Prepare regular performance reports and updates for clients.
• Ensure transparency and clear communication regarding portfolio performance.

Qualifications:

• Minimum 4 years of experience as a Private Banker, within a family office or private banking environment.
• Proven track record of managing high-net-worth portfolios.
• Strong analytical skills and a deep understanding of financial markets.
• Fluency in English; additional languages (such as French or German) are advantageous.