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Senior Relationship Manager
3 weeks ago
We are seeking an experienced High-Net-Worth Investment Specialist to join our team in Bermuda. As a senior-level investment professional, you will be responsible for building and managing high-value investment relationships with HNW/UHNW individuals and family offices within Bermuda and internationally.
- Job Description:
- Initiate and build new investment relationships with HNW and UHNW individuals and family offices, within Bermuda and internationally.
- Grow and expand existing private banking client relationships.
- Build and manage a high-quality sales pipeline through referrals, strategic partnerships, COIs, and targeted business development activities.
- Drive net new revenue through proactive prospecting and cross-selling across the wealth management platform including investments, trusts, credit, and custody solutions.
- Serve as the relationship lead for clients and prospects seeking investment solutions – providing clear guidance and ensuring an excellent client experience.
Required Skills and Qualifications:
- 15+ years of progressive experience in Private Banking, Investment Advisory, or Institutional Wealth Management with a strong focus on AUM growth, relationship management, and sales.
- Professional designation(s) such as CFA, CFP, CIM, or TEP combined with a Bachelor's degree in Finance, Economics or similar.
- A proven track record of successfully managing and expanding a book of HNW/UHNW client relationships, closing investment deals and driving revenue growth.
- In-depth knowledge of investment solutions, portfolio construction, credit structuring, trust and estate planning, and custody services.
Benefits:
- This is a full-time position based on-site in Bermuda.
- Due to the international move required, we are looking for candidates who are mobile, adaptable, and motivated to experience the idyllic living and working environment that Bermuda has to offer.
- Bermuda is a low-tax jurisdiction with USD-pegged currency. Our client offers competitive compensation, relevant work permit application, relocation assistance, health insurance, pension program and more.
