Redwood Recruitment is delighted to partner with a leading financial services platform serving sophisticated investors, family offices, entrepreneurs, and professional market participants globally.
The Role We’re seeking an experienced Relationship Manager to build and expand relationships with HNW/UHNW individuals, family offices, business owners, and professional investors. This is a client-focused, entrepreneurial role offering the agility of a boutique with the backing of an institutional platform.
Key Responsibilities
Manage and grow a portfolio of sophisticated client relationships.
Identify and secure new business through networks and referrals.
Advise clients on investment, financing, and advisory solutions.
Collaborate with investment, product, and execution teams.
Maintain the highest standards of professionalism and compliance.
Increase client engagement and wallet share.
Who We’re Looking For
Experience in Private Banking, Wealth Management, Family Office Advisory, Investment Advisory, or Institutional Coverage.
Proven track record of building and managing sophisticated client relationships.
Strong commercial instincts with entrepreneurial drive.
Well-connected with HNW/UHNW or professional investors.
High professionalism and regulatory awareness.
#J-18808-Ljbffr
The Role We’re seeking an experienced Relationship Manager to build and expand relationships with HNW/UHNW individuals, family offices, business owners, and professional investors. This is a client-focused, entrepreneurial role offering the agility of a boutique with the backing of an institutional platform.
Key Responsibilities
Manage and grow a portfolio of sophisticated client relationships.
Identify and secure new business through networks and referrals.
Advise clients on investment, financing, and advisory solutions.
Collaborate with investment, product, and execution teams.
Maintain the highest standards of professionalism and compliance.
Increase client engagement and wallet share.
Who We’re Looking For
Experience in Private Banking, Wealth Management, Family Office Advisory, Investment Advisory, or Institutional Coverage.
Proven track record of building and managing sophisticated client relationships.
Strong commercial instincts with entrepreneurial drive.
Well-connected with HNW/UHNW or professional investors.
High professionalism and regulatory awareness.
#J-18808-Ljbffr
Senior Relationship Manager Arbeitgeber: Redwood Recruitment Specialists
Als Arbeitgeber in der Finanzdienstleistungsbranche bietet unser Unternehmen eine dynamische und unterstützende Arbeitsumgebung, die auf Teamarbeit und Innovation setzt. Wir fördern das persönliche Wachstum unserer Mitarbeiter durch kontinuierliche Weiterbildung und bieten attraktive Vergütungsmodelle sowie flexible Arbeitszeiten. Unsere Lage ermöglicht es Ihnen, in einem internationalen Umfeld zu arbeiten und mit anspruchsvollen Kunden zusammenzuarbeiten, was Ihre Karrierechancen erheblich steigert.
Kontaktdaten:
Redwood Recruitment Specialists Recruiting-Team
