Job Description

About Our Client
Our client is a distinguished multi-family office dedicated to providing comprehensive wealth management solutions to affluent families. With a client-centric approach and a commitment to personalised service, they offer a wide range of financial planning, investment, and advisory services tailored to meet the unique needs of their esteemed clientele.

• New Business Development:

• Identify opportunities for growth within existing client relationships and collaborate with the business development team to expand the client base
• Leverage existing networks and participate in industry events to attract new clients
• Client Relationship Management:

• Serve as the primary point of contact for assigned high-net-worth families, understanding their financial objectives, goals, and unique needs
• Cultivate and maintain strong client relationships, providing exceptional service and proactively addressing their wealth management needs
• Financial Planning and Advisory:

• Collaborate with internal teams, including financial planners, tax professionals, and investment advisors, to develop comprehensive financial plans tailored to each client\'s specific situation
• Provide strategic advice on investment strategies, estate planning, tax optimisation, and other areas of financial planning
• Portfolio Review and Management:

• Conduct regular portfolio reviews, ensuring that investment strategies align with clients\' risk tolerance, objectives, and changing circumstances
• Recommend adjustments to asset allocations or investment strategies as needed
• Compliance and Regulatory Adherence:

• Ensure all client interactions and transactions adhere to industry regulations and compliance standards
• Stay informed of evolving regulatory requirements to maintain the highest standards of compliance

• Bachelor\'s degree in Finance, Economics, Business, or a related field (MBA or CFA designation is a plus)
• Minimum of 10 years of experience in client relationship management within the financial industry, preferably in a multi-family office setting
• Strong knowledge of wealth management strategies, investment products, and financial markets
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with high net worth clients
• Detail-oriented with high levels of integrity and ethical conduct

• Competitive compensation package including competitive base salary, performance-based bonuses, and other financial incentives
• Professional development: opportunities for continuous learning and skill development
• Collaborative work environment

eFinancialCareers