Family Office – Relationship Manager

Key Responsibilities:

1. Client Relationship Management:
   • Develop and maintain strong relationships with clients.
   • Understand clients’ financial situations, needs, and goals.
   • Regularly meet with clients to review their investment portfolios and financial plans.
2. Investment Advisory:
   • Provide personalized investment advice based on clients’ risk tolerance and financial objectives.
   • Analyze market trends and investment opportunities to offer informed recommendations.
   • Monitor and adjust clients’ portfolios as needed to align with their financial goals.
3. Financial Planning:
   • Assist clients in creating comprehensive financial plans that include retirement, estate, and tax planning.
   • Collaborate with other specialists (e.g., tax advisors, estate planners) to ensure a holistic approach to clients’ financial needs.
4. Compliance and Risk Management:
   • Ensure all financial activities comply with regulatory requirements and internal policies.
   • Assess and manage risks associated with clients’ investments and financial decisions.
5. Business Development:
   • Identify and pursue new client acquisition opportunities.
   • Network and establish connections within the community to enhance the client base.

Qualifications:

• Education:

• Bachelor’s degree in finance, Business Administration, Economics, or a related field is required.
• A master’s degree in finance, Investment, or a related discipline is preferred.

• Experience:

• Minimum 5 years of experience in private banking, wealth management or financial advisory roles.
• Proven track record of managing HNWIs and achieving financial targets.

• Certifications:
• Relevant certifications such as Chartered Institute For Securities and Investment (CISI), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Chartered Wealth Manager (CWM) are highly regarded.