COMPANY OVERVIEW
Our Client is seeking an experienced and commercially driven Asset Manager to support the growth of our investment platform through capital raising and investor relationship management activities. The successful candidate will leverage their existing network of accredited investors, family offices, institutional investors, private banks, and wealth management channels to expand assets under management (AUM) and drive fundraising initiatives across the firm's investment products.
JOB RESPONSIBILITIES
Client Relationship Management
Develop and manage a portfolio of HNW and UHNW clients.
Build trusted, long-term relationships with key clients through personalized engagement and exceptional service.
Understand individual client preferences, lifestyle requirements, and business objectives to deliver tailored solutions and experiences.
Maintain regular contact with clients through in-person meetings, virtual engagements, and strategic networking activities.
Business Development & Acquisition
Identify, prospect, and acquire new HNW clients through personal networks, referrals, and business development initiatives.
Implement strategic account plans to maximize client growth and long-term value.
Generate new revenue opportunities by deepening relationships within existing client portfolios.
Expand market presence through targeted outreach and relationship-building activities.
Client Experience & Engagement
Curate bespoke experiences and engagement strategies designed to strengthen client loyalty and advocacy.
Act as a senior point of contact for clients, ensuring seamless resolution of requests and concerns.
Collaborate with internal stakeholders to deliver premium, high-touch service standards.
Monitor client satisfaction and proactively identify opportunities to enhance the client journey.
Market Intelligence & Strategic Insights
Maintain a deep understanding of HNW client behaviors, market trends, and competitive landscapes.
Provide insights that contribute to client acquisition strategies and retention initiatives.
Identify emerging market opportunities and support business expansion efforts.
Leadership & Collaboration
Partner with senior management on strategic initiatives involving client growth and market development.
Share best practices and mentor junior relationship management professionals where applicable.
Collaborate across departments to ensure effective execution of client engagement strategies.