Relationship Manager - Private Wealth

Responsibilities:

• Direct equities Portfolio Management Services (PMS)
• Alternative Investment Funds (AIFs)
• Mutual funds Structured products Arbitrage opportunities
• Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies.
• Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios.
• Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance.
• Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service.
• Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience.

Qualifications

A strong understanding of financial markets, investment products, and wealth management strategies.

Unwavering integrity and a commitment to ethical conduct.

Ability to navigate complex interpersonal dynamics with diplomacy and discretion.

A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred.

Compensation and Benefits:

Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.