Independent Asset Manager – Principal Relationship Manager
The Client
Is a leading investment advisory firm dedicated to providing exceptional wealth management solutions serving a diverse range of clients, including high-net-worth individuals, families, endowments, foundations, and select institutional investors.
Unlike most Independent Asset Managers they are a US listed business holding over SG$40Bn Assets Under Management, with a long track record of strong performance and growth. Providing a full suite of capability across the investment landscape they provide “open architecture / best-in-class” outsourced capabilities allowing clients to achieve a balanced customized portfolio.
The Role & Person
A seasoned Relationship Manager with at least 10 years’ experience.
A banker at heart, still enjoys the “advisory” element of Wealth Management.
Best advice trumps best return every time; advising with a best practice methodology.
The ideal candidate could be jaded with the constant politics and cookie cutter approach of the banks they work for, alternatively they are just looking for a “work life” balance change.
If you are confident in your relationships, want to give that best advice that is sometimes at odds with the best revenue model your current employer wants; this may be the ideal time to explore.
You can expect a salary model which is class leading for IAM’s, a strong pay out commensurate to your performance; and an environment which is encouraging of a Client first approach.
In the first instance please reach out to:
sarah@huddlestonjones.com
