Welcome to The Family Office, a leading firm specializing in safeguarding and enriching family wealth for generations. With over two decades of experience, we have built a reputation for excellence in wealth management. We are currently seeking a dynamic and driven Relationship Manager to join our team in Kuwait City. In this role, you will play a key part in fostering and managing relationships with our esteemed clients, while driving the growth of assets under management.
| Basic Details | |
|---|---|
| Experience | 1 - 2 Years |
| Location | Kuwait |
| Qualification | Mentioned Below |
| Benefits: | Mentioned Below |
| Posted | |
| Job Type | Full-Time |
| Posted by | Hamna (Senior HR) |
| last date to apply | apply within 15 days of posting |
This blog post will break down everything you need to know about the position, from the typical tasks to the qualifications and how to contact the employer.
Job Summary
As a Relationship Manager, you will be responsible for building and maintaining client relationships, focusing on high-net-worth individuals and families. You will assess clients’ investment goals, provide tailored financial strategies, and collaborate closely with our Investment Team to optimize portfolios. Your role will also involve conducting market research, identifying new opportunities, and ensuring that our clients receive the highest level of service and support.
Responsibilities
Client Relationship Management
- Introduce new High Net Worth (HNW) clients to The Family Office by presenting innovative wealth management products and services.
- Act as the primary point of contact for clients, nurturing long-term relationships and ensuring their financial needs are met.
- Present The Family Office’s co-investment offerings and customized services in a compelling and professional manner.
- Assess and manage clients’ investment goals, risk tolerance, and evolving financial needs.
Professional Development
- Continuously expand your expertise in wealth management, with a focus on international alternative investments.
- Stay informed on market trends and regional developments to anticipate investor demand and align offerings accordingly.
- Foster a culture of continuous learning and improvement, adapting strategies to meet changing market conditions.
Collaboration and Leadership
- Lead by example in client relationship management, guiding and mentoring junior Relationship Managers to strengthen client relationships.
- Play an active role in shaping the company’s growth by contributing to team initiatives and supporting both colleagues and clients.
Qualifications
- Bachelor’s degree from a recognized university or equivalent (Master’s degree preferred).
- CFA certification or progress toward CFA is preferred.
- Prior experience in selling investment products, particularly to high-net-worth individuals, is an advantage.
- Strong communication, organizational, and interpersonal skills.
- Self-motivated, team-oriented, and outgoing personality with a passion for client service.
Benefits
- Competitive salary with performance-based incentives.
- Comprehensive benefits package including health insurance, retirement plans, and paid time off.
- Professional development opportunities and support for further education and certifications (CFA, etc.).
- Work-life balance with flexible working hours and a supportive company culture.
- Access to unique perks and amenities that foster personal and professional growth.
Application Instructions
To apply for the Relationship Manager position at The Family Office, please submit your resume and a cover letter detailing your qualifications and experience . Due to the high volume of applications, only those selected for an interview will be contacted. Thank you for your understanding and interest in joining The Family Office.
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