Acquire a sizable NNM from a HNW and UHNW prospects
Manage the acquired portfolio as a team with the Investment Advisor
Ensure that prospect/client needs are assessed, and risk appetite is understood and respected-
Drive growth by building a long term, sustainably profitable client book by New Client Acquisition.

Are you a people person? Do you know how to give superior investment advice that grows client wealth?

We're looking for a Senior Relationship Manager to:

• develop and maintain trustworthy client partnerships with the main focus on strategic advice
• implement a quantitative prospect development plan with measurable actions
• define advisory processes and agreements that best meet our clients' needs, in cooperation with the Investment Advisor
• provide high-quality investment options for clients, working closely with team members and specialists from other areas
• grow local market network by referrals and by identifying new prospects
• make sure clients are managed in a manner that contributes to an effective risk culture on the team