About My Client
My Client is one of the world’s leading financial advisory and asset management firms. With a team of just over 3,000 highly skilled professionals, we pride ourselves on fostering a tight-knit community that encourages continuous learning and knowledge sharing. Our belief in the values of diversity, equity, inclusion, and allyship goes beyond mere lip service — these principles are the very foundation of our firm’s employee experience. Fuelled by an entrepreneurial culture and a flat organizational structure, we empower our employees to unleash their creativity and pioneer innovative concepts, thereby propelling our business to new heights and offering abundant opportunities for career growth.
Family Office Partners Offices
An integral part of our wealth management business, our Family Office Partners Offices collaborate closely with our clients, helping them navigate and simplify the intricacies of wealth management. We offer sophisticated investment solutions and expert advice aimed at preserving and expanding our clients’ wealth across generations. Our primary focus areas include strategic advice and planning, investment management, and direct private investments. We understand that every client is unique, so we work hand in hand with families to develop a tailored investment process that aligns with their specific needs and goals.
Seeking a Senior Vice President of Business Development and Relationships
We are currently looking for a visionary leader to join our team as the Senior Vice President of Business Development and Relationships. In this key role, the primary objective will be to drive business growth by cultivating a robust referral pipeline and nurturing essential relationships with “Centers of Influence” (COIs) within the ultra-high-net-worth (UHNW) investment ecosystem.