Single Family Office Relationship Manager
Core
Business development professional sourcing, cultivating, and commercializing new relationships for Single Family Office clients with assets over $250M.
Role type
Senior IC business development manager (family office)
Builds
Proprietary investment strategies, value-added family office services, and capital solutions
Domain
Wealth management / Private banking / Family offices
Deliverable
client delivery
Required skills
Business development, relationship management, networking, investment judgment, client acquisition, strategic planning, active listening, risk management, coaching/mentoring
Preferred skills
CFA, CFP, MBA, experience with UHNW/Single Family office
Technologies
Pitchbooks, Investment Policy Statements
Responsibilities
Source and cultivate new business with family office professionals and UHNW individuals; develop long-term new business strategy; match client needs to firm services; manage multiple clients and prospects; exercise professional investment judgment and ensure compliance; coach and mentor Relationship Associates and Senior RAs
Seniority
Senior, hands-on IC