Private Wealth Relationship Manager

Private Wealth Relationship Manager with an established family office
Your new company
You will be working with an established family officer that provides financial investment and professional services to their HNW & UHNW client.


Your new role
As the Relationship Manager, you are tasked to manage an existing HNW & UHNW client portfolio for their investment, professional services and lifestyle needs. The business will be able to support all services execution on behalf while you serve as the key contact point between the client and external vendors to provide the services.


What you'll need to succeed
  • Undergraduate degree in business, accounting, finance or equivalent
  • At least 10 years of experience in managing HNW & UHNW clients within banks or other family offices
  • An existing clients to introduce to the business utilizing their services, NOT necessary investing funds
  • Someone who prefer a more flexible working arrangement, while highly passionate in serving HNW and UHNW clients
  • Great communication skill


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.



LHS 297508

Summary

Job Type
Permanent
Industry
Banking & Financial Services
Location
NSW - Sydney CBD
Specialism
Banking
Ref:
2993993

Talk to a consultant

Talk to Wilson Foo, the specialist consultant managing this position, located in Sydney
Level 14, Chifley Tower, 2 Chifley Square

Telephone: +61292492240

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