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Senior Relationship Manager

2 months ago


Melbourne, Victoria, Australia Kaizen Recruitment Full time
About the Company

Kaizen Recruitment is a leading recruitment agency specializing in placing top talent in the financial services industry. Our client is a rapidly growing independent private debt lender and fund manager, providing structured finance solutions in the private real estate debt market.

The company is seeking a highly skilled and experienced Relationship Manager to join their team. As a key member of the team, the successful candidate will be responsible for building and maintaining strong relationships with high net worth investors, growing existing investment mandates, and identifying new business opportunities.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with a portfolio of high net worth clients throughout the investment process, from initial contact to ongoing portfolio management.
  • Investment Growth: Assist in growing the company's funds under management (FUM) by increasing existing investor funds and identifying new investment opportunities.
  • Client Communication: Provide regular updates to clients through portfolio reports and quarterly reviews, ensuring they are informed and engaged throughout the investment process.
  • Business Development: Collaborate with the business development team to identify new business opportunities and grow existing investment mandates.
  • Compliance and Risk: Ensure compliance with relevant regulatory requirements and manage risk associated with client relationships and investments.
Requirements
  • Tertiary Qualifications: A degree in Business, Finance, or a related field.
  • Experience: A minimum of 5 years' experience as a relationship manager or business development manager in the financial services industry, with a focus on high net worth investors.
  • Technical Skills: Strong understanding of private debt investor space, knowledge of RG 146 compliance standards, and excellent written and verbal communication skills.
  • Proven Track Record: A proven track record of successfully managing and growing multiple investor accounts.