Senior Relationship Manager for Family Offices
2 days ago
Global Executive Consultants Ltd. is seeking a highly skilled Senior Relationship Manager to join our team.
About the RoleWe are looking for a seasoned professional with a proven track record in sourcing, on-boarding, and managing relationships with clients such as family offices, UHNWs, corporate investors, and other investor types.
Key Responsibilities- Liaise and collaborate with our Business Development and Product teams to understand clients' financial needs and provide tailored solutions.
- Prepare and execute client proposals, complete the KYC process, and serve as the bridge between clients and our investment team and resources.
- Closely monitor client account performance and ensure timely and effective communication with clients.
- Maintain and deepen relationships with clients to drive long-term growth.
- Bachelor's Degree or above in a relevant field.
- Minimum 5 to 8 years of relevant work experience in private banking, asset management, multi-family offices, family trust, or other related businesses.
- Solid interpersonal and communication skills, with the ability to build trust and long-term relationships.
- Able to effectively communicate with the investment and operations teams to deliver valuable information and services to our client base.
- Strong communication and client servicing skills, with proficiency in both spoken and written English.
- Familiarity with Putonghua and other dialects is an advantage.
We offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience, plus benefits and opportunities for career growth.
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