Relationship Manager

Role Overview

We are seeking a Relationship Manager to drive client acquisition, portfolio growth, and long-term client engagement. This is a front-office, revenue-generating role where you will manage the full client lifecycle—from onboarding new investors to growing AUM and deepening relationships.

You will work closely with investment, advisory, and client service teams to deliver tailored solutions while ensuring a seamless and high-quality client experience.

Key Responsibilities

Client Acquisition (Hunting)

• Build and maintain a pipeline of Accredited Investor prospects
• Source clients through referrals, partnerships, and outbound strategies
• Convert prospects through consultative selling and structured engagement

Client Onboarding & Activation

• Define client investment objectives and risk profiles
• Support ...