Investment Services Manager
6 days ago
Our client, a Financial Institution, is looking for a highly skilled and experienced individual to fill the position of Family Office Account Manager at Global Executive Consultants Ltd. The ideal candidate will have a proven track record of success in private banking, asset management, and relationship management.
Key Responsibilities:
- To source, onboard, and manage relationships with clients such as family offices, UHNWs, corporate investors, and other investor types.
- Liaise and collaborate with the Business Development team & Product team to understand clients' financial needs.
- Prepare and execute clients' proposals and complete the KYC process.
- To serve as a bridge between clients and the firm's investment team and resources, keeping clients updated on relevant investment services and products available.
- Closely monitor the performance of client accounts and ensure timely and effective communication with clients.
- Maintain and deepen the relationship with clients.
Requirements
A Bachelor Degree or above. 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.
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