The Policy Exchange - Private Wealth Manager

<p>- The Manager will be responsible for building, managing, and scaling a high-quality distribution network of family offices, HNI & UHNI investors and partners for the company's investment products.</p><p><br/></p><p>- This role combines new investor acquisition with long-term relationship management, ensuring repeat investments, portfolio expansion, and sustained revenue growth through existing and new investors and distribution partners. <br/><br/>Key Responsibilities: <br/><br/>Client Relationship Management: <br/><br/>- Maintain strong, ongoing relationships with existing investors and distribution partners. <br/><br/>- Enable repeat investments, portfolio scaling, and cross-selling through proactive engagement and performance updates. <br/><br/>- Act as a single point of contact for key investors, ensuring high trust and retention. <br/><br/>Investor Acquisition &...