Relationship Manager Wealth & Asset Management
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Key skills for this role
About the Role
Seeking a senior Relationship Manager to drive capital raising and manage High-Net-Worth Individual relationships, requiring expertise in alternative investments and strong comm.
Key Skills for This Role
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Role Overview
We are seeking a senior Relationship Manager to join a fast-growing Wealth Desk within a leading digital asset investment platform.
The role focuses on building and managing relationships with High-Net-Worth Individuals (HNI) and Family Offices, driving capital raising, and acting as the primary commercial interface for a suite of digital asset investment products, including structured solutions, fund products, and index/access strategies.
This is a high-impact, business-building role requiring deep understanding of alternative investments and strong credibility with sophisticated private wealth clients.
Business Development & Fundraising
- Originate, develop, and convert a strong pipeline of HNI and Family Office prospects into long-term clients.
- Drive capital raising across a diversified product suite, including structured products, fund offerings, and index/access solutions.
- Own the full sales cycle: lead generation, client onboarding (KYC), subscription, and ongoing account management.
- Deliver against individual AUM and revenue targets aligned with firm growth objectives.
- Represent the platform at industry events, conferences, and private networking forums to enhance brand visibility and originate new relationships.
Client Relationship Management
- Serve as the primary relationship owner and trusted advisor for a portfolio of HNI and Family Office clients.
- Conduct regular investment reviews and portfolio discussions, providing market insights and performance updates.
- Identify opportunities for upselling, cross-selling, and portfolio reallocation across products.
- Ensure a high-touch, premium client experience through proactive and transparent communication.
- Monitor client satisfaction and proactively mitigate attrition risk.
Product & Market Expertise
- Develop strong expertise across the firm s digital asset and alternative investment product suite.
- Stay current on digital asset markets, macroeconomic trends, and regulatory developments.
- Provide structured feedback from clients to investment and product teams to support innovation and enhancement.
Cross-Functional Collaboration
- Partner with Operations and Client Services to ensure seamless onboarding and ongoing client support.
- Work with Investment teams to develop tailored proposals and client pitches.
- Coordinate with Legal and Compliance teams to ensure adherence to regulatory and suitability requirements.
& Experience
7+ years of experience in private banking, wealth management, or institutional sales with a strong track record in fundraising and client acquisition.
Prior exposure to digital assets, crypto markets, or alternative investments is highly desirable.
Established network of HNI and/or Family Office relationships is a strong advantage.
Strong understanding of investment products including structured products, fund vehicles, and index/access strategies.
Bachelor s degree in Finance, Economics, or related field; CFA/CAIA or equivalent qualification is a plus.
Excellent communication and presentation skills, with ability to engage UHNW and C-suite stakeholders.
Strong commercial acumen with a proactive, entrepreneurial mindset.
Familiarity with relevant wealth management regulatory frameworks preferred.
What We Offer
Competitive base salary with an attractive performance-based bonus/commission structure linked to AUM raised.
Access to an innovative and proprietary digital asset investment platform.
Opportunity to build and scale a growing wealth desk in a high-growth environment.
Direct exposure to senior leadership and a collaborative, entrepreneurial culture.
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