Job Description
An established Wealth Advisory firm is seeking a Wealth Relationship Manager to join their Business Development team. This role is instrumental in driving growth in revenues, assets under management (AUM), and client base within the wealth management segment, focusing on high-net-worth individuals (HNWI), family offices, and endowments across the Middle East and Eastern Europe.
Qualifications & Skills:
- A Bachelors degree in business, economics, or a related field is preferred.
- 5+ years of relevant experience in wealth management or financial services.
- Excellent proficiency in MS Office applications (Word, Excel, PowerPoint).
- Familiarity with CRM and wealth management platforms
- Strong verbal and written communication skills, with a foundation in PR and marketing.
- Demonstrated ability to effectively connect with HNWI and maintain substantial client relationships.