We are seeking a highly motivated and experienced professional to join our team in the capacity of [Job Title]. The ideal candidate will possess a minimum of [X] years of relevant experience in [specific field or industry], along with a proven track record of [key skills or achievements]. Proficiency in [specific tools, software, or methodologies] is essential, and familiarity with [industry standards or additional technologies] is strongly preferred. This role requires strong analytical, problem-solving, and communication skills, as well as the ability to collaborate effectively in a fast-paced environment. Key responsibilities include [detailed list of duties, e.g., managing projects, overseeing operations, or developing strategies], with an emphasis on delivering measurable results. The successful applicant will be expected to [additional responsibilities, e.g., mentor junior staff, contribute to innovation initiatives, or ensure compliance with regulations]. A degree in [relevant field] or an equivalent combination of education and experience is required.
We are looking for an experienced, commercially savvy, and entrepreneurial Senior Relationship Manager to enhance our Wealth Management division.
This position plays a pivotal role in advancing the firm’s strategic objectives by cultivating and expanding its ultra-high net-worth (UH NW) client base. The ideal candidate will be tasked with establishing and nurturing new UH NW client relationships while simultaneously driving growth in Assets Under Management (AUM).
Oversee and execute core operational tasks, ensuring alignment with organizational objectives and maintaining high performance standards. Manage and streamline workflows to enhance efficiency, productivity, and collaboration across departments. Develop and implement strategies to optimize processes, reduce costs, and drive continuous improvement. Monitor key performance indicators (KPIs) and generate reports to assess progress, identify trends, and inform decision-making. Serve as a liaison between leadership and teams to facilitate clear communication and alignment on goals. Provide guidance and mentorship to team members, fostering a culture of accountability and professional growth. Ensure compliance with company policies, industry regulations, and best practices to mitigate risks and uphold operational integrity.
We are seeking a dynamic professional to drive business growth and expand our client base through strategic development initiatives and targeted acquisition efforts.
Develop and establish new ultra-high-net-worth client relationships by leveraging personal connections, client referrals, and targeted outreach initiatives.
Identify and capitalize on emerging prospects within Abu Dhabi, Lagos, London, Chicago, and Dubai. Formulate and implement a comprehensive business development strategy that aligns with the firm’s growth targets.
Articulate the Firm’s unique value proposition to potential clients and intermediary partners with clarity and conviction.
Transform prospects into enduring advisory partnerships, fostering sustained client engagement and mutual growth.
Ensure the preservation and growth of client assets under management (AUM) by maintaining strategic oversight and delivering consistent value.
To propel significant expansion in Assets Under Management (AUM), meet established revenue and AUM growth objectives while cultivating and maintaining strong client relationships.
Act as the dedicated account executive responsible for fostering and maintaining key client relationships, ensuring their needs are met and satisfaction is achieved.
To gain a comprehensive grasp of clients’ financial objectives, risk tolerance, and strategic long-term aspirations.
Collaborate closely with the Investment Advisory team to develop and implement customized portfolio solutions.
Consistently strengthen and expand existing client partnerships by identifying opportunities for cross-selling initiatives and fostering strategic engagement.
Revenue and performance management encompasses the strategic oversight and optimization of financial outcomes and operational efficiencies. This role involves analyzing key performance indicators, tracking revenue trends, and implementing data-driven strategies to enhance profitability and growth. Responsibilities include developing forecasting models, identifying performance gaps, and recommending corrective actions to ensure targets are met. Proficiency in financial analysis, budgeting, and reporting tools is essential, along with strong analytical and problem-solving skills to interpret complex data and drive informed decision-making.
Strive to meet mutually established assets under management growth and revenue objectives, ensuring alignment with predetermined benchmarks and strategic goals.
Analyze and evaluate the financial performance of client engagements to ensure optimal profitability.
Explore avenues to enhance wallet share by deepening engagement within current partnerships.
Assist in pricing discussions and negotiations to ensure alignment with established firm policies.
Drive sustainable growth in alignment with the firm’s strategic financial objectives while enhancing brand representation and strengthening market positioning.
Actively engage in industry events, networking functions, and private forums as the Firm’s official representative.
Develop strategic partnerships with key professional intermediaries, including attorneys, certified public accountants, trustees, and corporate consultants, to foster mutually beneficial collaborations.
Enhance the firm’s prominence in ultra-high-net-worth (UH NW) and family office networks to amplify brand recognition and foster strategic connections.
We seek candidates with a Bachelor’s degree in a relevant field and a minimum of three years of professional experience in a comparable role. Proficiency in industry-standard software and tools, along with strong analytical and problem-solving abilities, is essential. Candidates must demonstrate excellent communication skills, both written and verbal, and the capacity to work effectively in a collaborative team environment. Additionally, attention to detail and a commitment to maintaining high standards of quality are required.
With a minimum of a decade of experience in private banking, wealth management, asset management, or family office environments, candidates should demonstrate a proven track record in the field.
A bachelor’s degree in Finance, Economics, Business, or a closely related discipline is required.
An MBA, CFA, CSI, or CFP designation—or an equivalent credential—is highly desirable for this role.
Seeking a seasoned professional with a robust background in managing relationships with ultra-high-net-worth (UH NW) and high-net-worth (HNW) clients is highly desirable.
A deep familiarity with multi-asset investment solutions and financial products is essential.
Demonstrated success in driving revenue growth and consistently achieving performance objectives.
With a proven track record in overseeing intricate, cross-border client engagements, you will be responsible for fostering and maintaining high-value relationships across multiple legal jurisdictions.
Strong network of UHNW clients and prospects.
go to method of application
Interested and qualified candidates should send their CVs to: eniola.a@fadacresources.com using the job title as the subject of the email.
Qualifications
BA/BSc/HND , MBA/MSc/MA , Professional Certificate
Experience Required
10 years
