Relationship Manager - Institutional Sales - Family Office Business

- Managing Family Office Relationships

- Identifying new Family Office relationships.

- Work on new products to increase more depth in family office.

- Upscaling of clients to more longer term assets.

- Provide daily service to clients, their assistants/family/attorneys/agents.

- Serving as a Client Relationship Manager for outside investments, including coordination with counsel, financial advisors, banks & lenders.

- Coordinating matters relating to estate planning, wealth transition.