Account Manager - Family Offices

Job Description

- Identifying Family Offices and establishing a connect with the Principals

- Introducing vetted investment opportunities identified by our Deal Managers to the Family Offices for feedback

- Onboarding the Family Offices and understanding their interests, preferences and investment strategy

- Facilitating Deal Managers to connect with investors who signal interest in deals, and representing the investors- interests throughout a transaction

Desired Candidate

- The target candidate must have prior experience with interacting with Family Office Principals,and preferably existing relationships in the market. Client facing executives in Multi Family Offices, Private Banks or top tier Investment Banks would be ideal

Soft Skills

- Excellent communication and listening skills

- High energy and enthusiasm to sustain through frequent travel and meeting schedules