Relationships Manager (UHNW)
The Relationship Manager will be part of the strategic investors team at a fintech company, focusing on capital raising through debt initiatives. Key responsibilities include identifying and managing UHNW, AI, and Family Office relationships, providing investment advisory, and handling due diligence. The role requires proven sales experience within the finance sector, specifically targeting accredited investors and family offices. The position supports the firm's growth in the private credit B2B space.
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Experience
Experience not specified
Function
Sales
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
The Relationship Manager will be part of the strategic investors team at a fintech company, focusing on capital raising through debt initiatives. Key responsibilities include identifying and managing UHNW, AI, and Family Office relationships, providing investment advisory, and handling due diligence. The role requires proven sales experience within the finance sector, specifically targeting accredited investors and family offices. The position supports the firm's growth in the private credit B2B space.
TAL's take
Solid role focused on UHNW segment, but lacking specific company brand prestige and clear YOE requirements.
Clear and coherent responsibilities focused on capital raising and relationship management in the fintech space.
Must haves
- Tertiary qualification in business, finance, economics, or related
- Experience as Relationship Manager or Sales targeting HNWI, Family Office and AIs
- Demonstrated consistent sales performance with financial products
- Experience across all investment asset classes, capital and private
About the company
Unfamiliar company providing recruiting services, default mid-tier.
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