The RoleWe’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.

• To find out more about this exciting opportunity reach out to David to arrange an exploratory chat.

The RoleWe’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.

• To find out more about this exciting opportunity reach out to David to arrange an exploratory chat.