Junior Client Relationship Manager - Asset & Wealth Management Services (awms)

263

Bachelor's degree in business or finance
2-3 years client relationship experience
Strong interpersonal communication skills
The role supports the management and development of client relationships with Family Offices, Fund Managers, and Asset Owners

Job Summary

  • The role supports the management and development of client relationships with Family Offices, Fund Managers, and Asset Owners.
  • Responsibilities include coordinating across internal teams for fund administration, regulatory compliance, and tax advisory services.
  • Candidates must uphold firm risk standards while identifying opportunities to deepen existing client relationships.

Matching Summary

The role supports the management and development of client relationships with Family Offices, Fund Managers, and Asset Owners.

Skills & Requirements

Must-have

  • Bachelor's degree in business or finance
  • 2-3 years client relationship experience
  • Strong interpersonal communication skills
  • Organized and detail-oriented mindset
  • Ability to manage multiple stakeholders

Nice-to-have

  • Prior exposure to Family Offices
  • Experience with Fund Managers
  • Knowledge of tax structuring needs
  • Comfort managing ongoing relationships
  • Keen to build long-term career

Key Requirements

  • Bachelor's degree required
  • 2-3 years experience minimum
  • Background in professional services or asset management

Work Rights

Not specified

Tailored Resume

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