Job Description
JOB RESPONSIBILITIES
Manage and service a portfolio of private clients, ensuring a high standard of relationship support Identify new business opportunities to help expand the client base Work closely with internal teams to develop and present investment solutions tailored to clients' needs Stay updated on market developments, investment trends, and industry news to provide relevant insights Support the overall client experience through efficient coordination and communication JOB REQUIREMENTS
Individuals who already maintain relationships with Accredited Investors (AI) will have a strong advantage, though this is not a strict requirement. Candidates without an existing AI network are welcome - you will receive structured guidance and support to help you build your client portfolio. Background in investment advisory, real estate fund investment is beneficial, but the role is also open to those newer to the industry.
Demonstrated experience in supporting clients through investm...
Manage and service a portfolio of private clients, ensuring a high standard of relationship support Identify new business opportunities to help expand the client base Work closely with internal teams to develop and present investment solutions tailored to clients' needs Stay updated on market developments, investment trends, and industry news to provide relevant insights Support the overall client experience through efficient coordination and communication JOB REQUIREMENTS
Individuals who already maintain relationships with Accredited Investors (AI) will have a strong advantage, though this is not a strict requirement. Candidates without an existing AI network are welcome - you will receive structured guidance and support to help you build your client portfolio. Background in investment advisory, real estate fund investment is beneficial, but the role is also open to those newer to the industry.
Demonstrated experience in supporting clients through investm...
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