Senior Relationship Manager & Business Development (Wealth Management)

A premier London based Multi-Family Office specializing in holistic wealth management, financial planning, and advanced investment strategies for High-Net-Worth and Ultra-High-Net-Worth (HNW/UHNW) families.

Role Overview

The core of this role is the identification of new clients with significant investable assets. The position requires a unique blend of high-level business development capabilities and a deep understanding of capital markets, private banking, and alternative investment products.

Key Responsibilities

• Active Business Development: Proactively identifying and engaging with tech entrepreneurs, C-level executives, and high-net-worth individuals (Prospecting).
• Sales Lifecycle, from networking and initial introductions to building tailored strategies
• Relationship Building: Establishing status as a "Trusted Advisor" and maintaining long-term credibility with sophisticated clients.
• Ecosystem Integration: Leveraging an existing network within the tech ecosystem (Founders, VC funds, post-exit entrepreneurs).

Requirements (Must Have)

• Professional Experience: 5+ years in Private Banking, Wealth Management, or Senior Business Development within the financial sector.
• Financial Literacy: Expertise in capital markets, financial instruments, alternative assets (PE, VC, Real Estate), and relevant taxation.
• Tech Sector Familiarity: Proven experience working with entrepreneurs or a background in a business role within the tech industry—a significant advantage.
• Education: Academic degree in Economics, Business Administration, Finance, Law, or a related field. 
• Familiarization with the regulatory framework applicable to the activity. 

Soft Skills & Personality Traits

• Networking DNA: A "people person" with an extensive existing network and a commanding professional presence.
• Discretion & Integrity: The ability to operate at the highest ethical standards (essential for the Family Office environment).
• Communication Skills: Exceptional presentation and verbal skills in both Hebrew and English.
• Results-Oriented: A strong hunger for success and a drive to meet and exceed growth targets.

“We are looking for a 'hybrid' professional. Someone who can analyze an investment report and speak the language of a Private Banker, but can also sit for coffee with a founder post-exit and speak their language at eye level. We don't want 'technical' product person, but rather proactive door-openers with high emotional intelligence.“

This is a Tel Aviv based, full-time, working-from-home (WFH) role.