Job Description
We are seeking a motivated and commercially driven Relationship Manager to support the distribution and marketing of the firm’s investment funds to high-net-worth individuals, family offices, institutional investors, financial intermediaries, and other qualified investors.
The successful candidate will be responsible for developing investor relationships, identifying new business opportunities, supporting fundraising initiatives, and assisting with the preparation and delivery of investment materials.
Key Responsibilities
- Identify and develop new investor relationships across HNWIs, family offices, institutions, and wealth management networks.
- Promote and distribute the firm’s investment funds and investment strategies to prospective investors.
- Conduct investor outreach through meetings, calls, presentations, events, and networking activities.
- Maintain and expand a pipeline of prospective investors and referral partners.
- Assist with fundraising campaigns and capital-raising initiatives.
- Prepare and present fund presentations, factsheets, pitch decks, and other marketing materials.
- Respond to investor enquiries and provide information regarding fund strategies, performance, structure, fees, and investment processes.
- Coordinate with investment, operations, compliance, and management teams to ensure accurate and timely communication with investors.
- Maintain accurate records of investor interactions, opportunities, and fundraising progress.
- Monitor market trends, competing funds, investor sentiment, and potential distribution opportunities.
- Support onboarding of new investors, including coordination of KYC/AML and subscription documentation.
- Attend investor meetings, conferences, networking events, and industry functions where appropriate.
- Assist senior management and the investment team with investor reporting and relationship management.
Requirements
- Bachelor’s degree in Finance, Business, Economics, Accounting, or a related discipline.
- 1–4 years of experience in fund sales, asset management, wealth management, private banking, corporate finance, or financial services.
- Strong understanding of investment products and financial markets.
- Excellent communication, presentation, and relationship-building skills.
- Commercially minded with strong business development and networking abilities.
- Ability to explain investment concepts clearly to both sophisticated and non-specialist investors.
- Strong organisational skills and ability to manage multiple investor relationships and opportunities.
- Professional, confident, and proactive approach.
- Strong written and spoken English
- Existing relationships with HNWIs, family offices, financial advisers, or institutional investors would be an advantage.