Relationship Manager

Relationship Manager – Multi-Family Office

Location: Monaco (Monte Carlo)

Employment Type: Full-Time

Role Overview

We are thrilled to launch our new multi-family office in Monaco, a global hub for wealth and sophistication, dedicated to delivering bespoke wealth management, investment advisory, and legacy planning services to high-net-worth families. We are seeking an accomplished Relationship Manager to join our team, tasked with cultivating deep client relationships and driving the strategic expansion of our Monte Carlo office. This role demands a seasoned professional with exceptional client management expertise, strong leadership capabilities, and a well-established network of single-family offices in the region.

Key Responsibilities

• Build and sustain long-term, trust-based relationships with high-net-worth clients and their families, serving as their primary liaison.
• Evaluate clients’ financial objectives, risk appetites, and unique needs to provide customized wealth management solutions, collaborating with internal experts.
• Lead a compact team of support professionals, ensuring flawless service execution and adherence to the firm’s high standards.
• Proactively identify growth opportunities, leveraging an extensive network of single-family offices to attract new clients and elevate the office’s prominence in Monaco.
• Partner with investment advisors, tax experts, and legal professionals to offer comprehensive, multidisciplinary guidance to clients.
• Oversee client portfolios, delivering regular updates and strategic insights to enhance performance and client satisfaction.
• Represent the firm at elite industry events, conferences, and client gatherings to bolster our reputation in Monaco and the broader region.
• Ensure strict compliance with regulatory frameworks and internal policies, upholding the utmost integrity and discretion.

Qualifications and Skills

• Minimum of 5 years of experience in wealth management, private banking, or a related field, with a demonstrable network of single-family offices.
• Proven leadership experience, with a track record of managing teams and excelling in client-facing roles.
• In-depth knowledge of financial products, investment strategies, and estate planning, ideally with familiarity with Monaco’s unique market dynamics.
• Outstanding communication and relationship-building skills, adept at navigating complex family structures and sophisticated client expectations.
• Fluency in French (written and spoken) as a primary requirement; proficiency in English is essential, and additional languages (e.g., Italian) are a plus.
• Ability to operate autonomously, juggle multiple priorities, and succeed in a dynamic, entrepreneurial environment.
• A robust network of single-family office contacts in Monaco or the surrounding region is a critical asset.
• Professional qualifications (e.g., CFA, CFP, or equivalent) are advantageous.
• Bachelor’s degree in finance, business, economics, or a related field; advanced degrees or certifications are preferred.

Why Join Us?

This is a rare chance to shape the trajectory of a new multi-family office in Monaco, a world-renowned center of wealth. You’ll collaborate with a dynamic, international team passionate about excellence, innovation, and tailored service, offering competitive compensation and significant growth opportunities in Monte Carlo’s prestigious market.