Relationship Manager Family Office
Core
Manage relationships with client families and consolidate portfolio performance reporting for a Multi Family Office.
Role type
Senior Relationship Manager
Builds
Consolidated performance reports and dashboards for client families
Domain
Wealth Management / Family Office
Deliverable
dashboards & analysis
Required skills
Consolidated performance reporting, Multi Family Office experience, Private Equity fund experience, Dashboard presentation, English fluency
Responsibilities
Establish consolidated performance reports, Present reports to family members, Manage relationships with banks/funds/insurers, Implement performance dashboards, Propose relevant analyses
Seniority
Senior, hands-on IC