Wealth/Relationship manager – Global clients recruitment
Our client is a leading light in the discretionary wealth management field. With a global remit, we are interested in speaking to experienced professionals from the HNW/UHNW (relationship managers/Wealth managers/Family office trustees, representatives) who are looking to offer their client base more than a small array of products. We can offer access to a wide range of innovative features, coupled with about the best return profile around (ie: Equity fund in 2011 returned well over 10% - not even many Hedge funds could math this). With Fixed Income, Equity, FX, Special sits, Real estate access to off market deals, and strong capital preservation track record, we are getting a lot of requests from market professionals. When you also consider the ability to offer offshore IRS compliant SEC registered advice and investment advice to US citrizens living abroad, the platform has no real competitors. With access to Asian Investment community, JV, M+A as well as INdependent flexible discretionary investment management, the platform starts to look like a Hedge fund platform at times. Capital preservation is key, and the firm is able to fine tune client requirements.
Typical clients include:
- Family offices looking to diversify away from geographical risk (ie: away from US, toward Asia, investments in UK)
- Family offices who are looking to reduce costs of the office and want assets managed in an optimal manner to a specific criteria
- Wealth managers looking to get out of investment banks who have captive clients
- Asset raisers for Hedge funds who are looking to optimise client value and have a portable client base
- US wealth managers with US non domiciled clients where recent legislation has changed their ability to offer the correct service
- Wealth managers and Relationship managers looking to work with an entrepreneurial firm.
In all cases we are looking for :
- Experience managing HNW /UHNW clients investment needs
- Strong relationship managment and proven long term account management, and trust from clients.
- Professional approach
- Desire to work with a forward thinking entrepreneurial firm.
We would also welcome requests from Wealth managers in European countries where clients are looking to avoid exposure to European markets - we can offer access to almost every asset class, all standard asset classes are looked after in-house (ie: Equity, Bonds, FX, Real estate, SSits, and more). Track record will be hard to beat over last 10yrs of positive capital preservation and performance.