Relationship Manager - Capital Raising - UHNI - BFS - IIM/ISB/FMS/MDI (7-15 yrs)

Capital raising RM

- We are seeking experienced professional (7+ years experience) focused on acquiring and managing UHNI relationships in our rapidly scaling platform.

- An ideal candidate would have held a mid-senior position in a similar profile, has existing UHNI client relationships and aspires to build it to next level.

The person shall be responsible:

- To build and manage relationships with UHNI's in designated location including family offices and Corporates.

- To think strategically about building and scaling up a client relationship management platform

- To understand the nuances of each product and strategy and build investor portfolio accordingly

- To conceptualize and deliver quality advise and excellent investor service

- Continuously explore referencing and cross selling opportunities across the various investment management products of the firm

Desired Profile:

- Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms, AMCs etc.

- MBA from premium business schools/CA/CFA or equivalent may have an edge

- Direct linkage with/relationships with UHNI's and corporates across location

- Proven sales experience in a client relationship role within the wealth management/Asset management space

- Team player with an entrepreneurial predisposition and strong interpersonal and managerial skills

- Intellectually strong with high levels of energy.