Relationship Manager

Role Overview

We are seeking a Relationship Manager to drive client acquisition, portfolio growth, and long-term client engagement. This is a front-office, revenue-generating role where you will manage the full client lifecycle-from onboarding new investors to growing AUM and deepening relationships.

You will work closely with investment, advisory, and client service teams to deliver tailored solutions while ensuring a seamless and high-quality client experience.

Key Responsibilities

Client Acquisition (Hunting)

• Build and maintain a pipeline of Accredited Investor prospects
• Source clients through referrals, partnerships, and outbound strategies
• Convert prospects through consultative selling and structured engagement

Client Onboarding & Activation

• Define client investment objectives and risk profiles
• Support initial portfolio construction and first transactions
• Drive adoption of the platform

Portfolio Growth (Farming)

• Manage and grow a client book
• Conduct regular portfolio reviews and provide market insights
• Increase AUM, share of wallet, and revenue
• Cross-sell investment solutions aligned to client needs

Client Experience & Stakeholder Management

• Act as the primary point of contact for clients
• Collaborate with CIO, advisory, and operations teams
• Ensure high service standards and timely issue resolution

Risk & Compliance

• Ensure adherence to regulatory and internal policies
• Maintain proper documentation and suitability standards
• Uphold high ethical and professional standards

Requirements

• 5-8+ years of experience in Private Banking, Wealth Management, Priority Banking, or EAM
• Proven track record in AUM growth, NNM generation, and revenue delivery
• Strong understanding of capital markets and investment products
• Experience managing HNW / UHNW client relationships
• Comfortable working in a digital-first environment
• Strong communication, advisory, and stakeholder management skills