Single Family Office Relationship Manager
Core
Business development professional sourcing, cultivating, and commercializing new relationships for Single Family Office clients with assets over $250 million.
Role type
Senior IC business development manager (Single Family Office)
Builds
Proprietary investment strategies, value-added family office services, and capital solutions
Domain
Wealth management / Private banking / Single Family Office
Deliverable
client delivery
Required skills
Business development, relationship management, networking, investment judgment, client acquisition, asset allocation knowledge, trust and fiduciary principles
Preferred skills
CFA, CFP, MBA, experience with UHNW/Single Family office
Technologies
Pitchbooks, Investment Policy Statements
Responsibilities
Source and cultivate relationships with family office professionals, UHNW individuals, and intermediaries; develop long-term new business strategy; match BBH services to client needs; coach and mentor Relationship Associates; ensure compliance with risk management requirements
Seniority
Senior, hands-on IC