Assistant Relationship Manager

Welcome to The Family Office, where we've spent the last two decades dedicated to safeguarding and enriching family wealth for generations to come. Joining our team means becoming a vital part of a legacy, and as we continue to thrive, we're looking for a dynamic Relationship Manager to solidify our commitment to excellence.

Job Summary:

As an Assistant Relationship Manager at The Family Office, you'll be integral to client relationships, spearheading client prospecting initiatives, and driving growth in assets under management. Taking charge in assessing clients' investment goals and risk tolerance, and proactively managing their evolving needs, you will be collaborating with our Investment Team to shape and optimize portfolios, ensuring optimal outcomes for our clients.

Key Responsibilities:

Client Relationship Management:

• Introduce high-net-worth clients to TFO, presenting personalized solutions catered to their needs.
• Serve as the primary contact for clients, offering expert advice and support.
  
  

Professional Development:

• Deepen expertise in global alternative investments and wealth management.
• Stay on top of market trends to understand their impact on investor demand.
• Embrace continuous learning, adapting strategies to shifting market conditions.
  
  

Collaboration:

• Lead by example, guiding junior RMs to maximize client opportunities.
• Drive firm growth by empowering colleagues and clients to embrace change.
  
  

Education & Experience:

• Minimum of a bachelor’s degree from a recognized university or equivalent.
• CFA as a preferred qualification.
• Previous experience selling investment products is a plus.
• Excellent communication and organizational skills. Outgoing, self-motivated, and a team player.
  
  

Why The Family Office:

At The Family Office, we offer more than a career; we provide a comprehensive package of benefits, work-life balance, professional development, a vibrant company culture, and an array of unique perks and amenities to support your personal and professional growth.

Join us and be a part of reshaping the future of family wealth. Elevate your career with The Family Office – where legacy meets innovation.

Due to the high volume of applications, only candidates selected for an interview will be contacted. Thank you for your understanding.

The Family Office is an independent wealth management firm offering customized investment solutions in alternative asset classes, including private equity, private debt, and real estate. Serving high-net-worth individuals and families, we provide tailored strategies to address unique financial needs with a focus on transparency, diversification, and long-term value.

With a commitment to excellence and decades of expertise, The Family Office helps clients preserve and grow their wealth across generations.