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

Relationship Manager