Private Wealth, Top Family Office
Website Wellesley
Founded in 2005, Wellesley is recognized by clients and candidates alike for effective recruitment services that support the advancement of people and organizations to generational leadership. Our proven approach helps those we support to achieve their business goals. We strive to enrich the lives of those around us.
Responsibilities
Build and maintain strong relationships with top notch family offices and UHNW clients
Understand clients’ investment needs and propose appropriate solutions, providing expert advice and guidance
Identify and source new opportunities for AUM growth and client acquisition through existing network, business development, referral partnership, distributors/intermediaries onboarding and networking activities
Contributed to the overall family office ecosystem building initiatives
Requirements
University level education, preferably in finance, business or a related discipline
Solid experience in client-facing roles within private banks, multi-family offices, external asset managers, or wealth management firms as a relationship manager for ultra-high-net-worth individuals, Corporates or families offices
Extensive sales experience with buyside – as a fund raiser targeting UHNWIs, corporates, and family offices in the Greater China HK, South East Asia regions
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