Relationship Manager Wealth & Asset Management Client of Aventus Global Talent

Role Overview

We are seeking a senior Relationship Manager to join a fast-growing Wealth Desk within a leading digital asset investment platform. The role focuses on building and managing relationships with High-Net-Worth Individuals (HNI) and Family Offices, driving capital raising, and acting as the primary commercial interface for a suite of digital asset investment products, including structured solutions, fund products, and index/access strategies.

This is a high-impact, business-building role requiring deep understanding of alternative investments and strong credibility with sophisticated private wealth clients.

Key Responsibilities

Business Development & Fundraising

• Originate, develop, and convert a strong pipeline of HNI and Family Office prospects into long-term clients.
• Drive capital raising across a diversified product suite, including structured products, fund offerings, and index/access solutions.
• Own the full sales cycle: lead generation, client onboarding (KYC), subscription, and ongoing account management.
• Deliver against individual AUM and revenue targets aligned with firm growth objectives.
• Represent the platform at industry events, conferences, and private networking forums to enhance brand visibility and originate new relationships.

Client Relationship Management

• Serve as the primary relationship owner and trusted advisor for a portfolio of HNI and Family Office clients.
• Conduct regular investment reviews and portfolio discussions, providing market insights and performance updates.
• Identify opportunities for upselling, cross-selling, and portfolio reallocation across products.
• Ensure a high-touch, premium client experience through proactive and transparent communication.
• Monitor client satisfaction and proactively mitigate attrition risk.

Product & Market Expertise

• Develop strong expertise across the firm s digital asset and alternative investment product suite.
• Stay current on digital asset markets, macroeconomic trends, and regulatory developments.
• Provide structured feedback from clients to investment and product teams to support innovation and enhancement.

Cross-Functional Collaboration

• Partner with Operations and Client Services to ensure seamless onboarding and ongoing client support.
• Work with Investment teams to develop tailored proposals and client pitches.
• Coordinate with Legal and Compliance teams to ensure adherence to regulatory and suitability requirements.

Qualifications & Experience

7+ years of experience in private banking, wealth management, or institutional sales with a strong track record in fundraising and client acquisition.

Prior exposure to digital assets, crypto markets, or alternative investments is highly desirable.

Established network of HNI and/or Family Office relationships is a strong advantage.

Strong understanding of investment products including structured products, fund vehicles, and index/access strategies.

Bachelor s degree in Finance, Economics, or related field; CFA/CAIA or equivalent qualification is a plus.

Excellent communication and presentation skills, with ability to engage UHNW and C-suite stakeholders.

Strong commercial acumen with a proactive, entrepreneurial mindset.

Familiarity with relevant wealth management regulatory frameworks preferred.

What We Offer

Competitive base salary with an attractive performance-based bonus/commission structure linked to AUM raised.

Access to an innovative and proprietary digital asset investment platform.

Opportunity to build and scale a growing wealth desk in a high-growth environment.

Direct exposure to senior leadership and a collaborative, entrepreneurial culture.