Wealth Management Relationships Manager

Job description

The role focuses on establishing and growing long‑term relationships with high‑net‑worth individuals, family offices, and private wealth channels to increase AUM, trading volume, and product adoption. Responsibilities include expanding distribution partnerships, leading prospect and client meetings, articulating the employer’s value proposition, identifying cross‑selling opportunities, collaborating with Marketing to attract clients, overseeing onboarding and compliance, and delivering white‑glove service. Works alongside senior commercial team with full access to the employer’s institutional products and leadership

Requirements

• 5–15 years experience in relationship management, private banking, wealth management, or institutional/crypto financial services
• proven success in growing AUM and managing sophisticated private or family office accounts
• strong knowledge of financial markets and investment products with digital asset familiarity
• ability to deliver high‑touch client‑first service
• excellent communication, presentation, and negotiation skills with senior stakeholders
• entrepreneurial, adaptable, and proactive in identifying solutions
• fluency in English
• additional languages (e.g., Mandarin, Arabic) highly valued

Skills