Wealth Relations Manager

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.

• 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.

• Spearhead growth initiatives to increase revenue, AUM, and client base within the targeted wealth management segment.
• Lead strategic efforts to cultivate and deepen relationships with investment managers, enhancing business growth and sustainability.
• Conduct market and competitor analysis to inform the sales strategy and develop a compelling wealth management proposition.
• Collaborate with the marketing team to enhance client awareness of investment solutions.
• Facilitate training for the wealth team on emerging needs of wealth managers, incorporating industry trends and market intelligence.
• Engage in effective internal and external networking to generate new leads and business development opportunities.
• Represent the firm at networking and industry events, actively pursuing new business development avenues.
• Manage and execute ad-hoc projects and business development-focused activities as required.