Relationship Manager - HNI/UHNI/Family Office

Relationship Manager - HNI/UHNU/Family Office

Responsibilities:

Business Development :

- Identify and engage potential clients through networking, referrals, and direct outreach. Expand the client base to include prominent family offices and private wealth managers.

Product Promotion :

- Promote Better Invest's financing solutions, focusing on invoice discounting opportunities within the media and entertainment industry.

- Communicate the unique value proposition of these offerings effectively to potential investors.

Sales Operations :

- Oversee the sales pipeline, track performance metrics, and report on progress to senior management.

- Ensure sales targets are met or exceeded.

Market Insights :

- Stay updated on industry trends, competitor offerings, and regulatory changes.

- Provide insights to shape product offerings and marketing strategies.

Collaboration :

- Work closely with the marketing, finance, and operations teams to ensure alignment of sales efforts with overall company goals.

Experience :

- 4+ years of experience in sales, business development, or relationship management, with a focus on HNIs, UHNIs, and family offices.

- Prior experience in alternative investments, private banking, or wealth management is preferred.

Industry Knowledge : Strong understanding of the media and entertainment industry, especially in the context of financing and investment opportunities.

Network : Extensive network of HNI/UHNI clients, family offices, and private wealth managers.

Skills :

- Excellent communication, negotiation, and interpersonal skills.

- Ability to articulate complex financial products clearly and persuasively.

Education : Bachelor's degree in finance, business, or a related field. An MBA or equivalent advanced degree is a plus.