Requirements
The ideal candidate will have experience in Private Banking, Wealth Management, Family Office Advisory, Investment Advisory, or Institutional Coverage. A proven track record of building and managing sophisticated client relationships, strong commercial instincts with entrepreneurial drive, and well-connectedness with HNW/UHNW or professional investors are essential. High professionalism and regulatory awareness are also required.
Description
Locations: Dubai, Abu Dhabi, London, Geneva, Monaco, Paris (flexible for the right candidate)Redwood Recruitment is delighted to partner with a leading financial services platform serving sophisticated investors, family offices, entrepreneurs, and professional market participants globally.The RoleWe're seeking an experienced Relationship Manager to build and expand relationships with HNW/UHNW individuals, family offices, business owners, and professional investors. This is a client-focused, entrepreneurial role offering the agility of a boutique with the backing of an institutional platform.Key ResponsibilitiesManage and grow a portfolio of sophisticated client relationships.Identify and secure new business through networks and referrals.Advise clients on investment, financing, and advisory solutions.Collaborate with investment, product, and execution teams.Maintain the highest standards of professionalism and compliance.Increase client engagement and wallet share.Who We're Looking ForExperience in Private Banking, Wealth Management, Family Office Advisory, Investment Advisory, or Institutional Coverage.Proven track record of building and managing sophisticated client relationships.Strong commercial instincts with entrepreneurial drive.Well-connected with HNW/UHNW or professional investors.High professionalism and regulatory awareness.To find out more about this exciting opportunity reach out to David to arrange an exploratory chat.