Relationship Manager - Family Offices & UHNI - Banking (8-12 yrs)

Job Summary:

- We are seeking a highly experienced and results-oriented Relationship Manager to join our dynamic team.

- The successful candidate will be instrumental in identifying, engaging, and cultivating deep, long-term relationships with family offices and Ultra-High-Net-Worth Individual (UHNI) investors.

- This role is crucial for driving the distribution of ASK IM's comprehensive suite of investment offerings, ensuring that our solutions are tailored to meet the sophisticated and evolving needs of our elite clientele.

Key Responsibilities:

- Proactively identify, research, and target prospective family offices and UHNI investors through extensive networking, industry events, referrals, and market intelligence.

- Initiate and nurture high-level relationships with key decision-makers, principals, and advisors within family offices and UHNI networks.

- Act as the primary point of contact, building trust and credibility to become a trusted advisor for their - investment needs.

- Conduct in-depth financial discovery and due diligence to thoroughly understand the unique investment objectives, risk appetites, liquidity requirements, and legacy planning considerations of family offices and UHNIs.

- Collaborate closely with internal product, research, and portfolio management teams to design and present bespoke investment solutions, including mutual funds, alternative investments (e. , private equity, real estate, hedge funds), structured products, and other capital market offerings.

- Articulate complex investment strategies and market insights clearly and concisely to sophisticated investors.