Director of Family Office Relations

1 week ago

Vancouver, British Columbia, Canada The Headhunters Recruitment, Inc. Full time
Job Summary

We are seeking a seasoned professional to join our team as the Director of Family Office Relations at The Headhunters Recruitment, Inc. This critical role involves cultivating and managing relationships with key family offices across North America, serving as the primary point of contact between our bank and these investors.

Key Responsibilities
  • Cultivate and Manage Relationships

Cultivate and manage relationships with key family offices across North America, serving as the primary point of contact between our bank and these investors.

Lead Marketing and Promotion

Lead the marketing and promotion of investment opportunities to family offices, ensuring alignment with their investment goals and strategies.

Expand Network

Actively expand the bank's network within the family office community, identifying and onboarding new investors.

Collaborate with Internal Teams

Collaborate with internal teams to structure investment opportunities in a way that maximizes appeal to family offices, balancing risk and return profiles.

Provide Ongoing Communication

Provide ongoing communication and support to family office investors, including regular updates on portfolio performance, new opportunities, and market trends.

Offer Strategic Insights

Offer strategic insights and feedback to internal teams based on family office investor needs and preferences, helping to shape the bank's investment offerings and approach.

Event Participation

Represent the bank at industry conferences, networking events, and private meetings with family offices to enhance visibility and foster new relationships.

Requirements
  • Minimum of 5 Years of Experience

Minimum of 5 years of experience in investment banking, private equity, or wealth management, with a focus on family office relations.

Established Network

Established and active network within the family office community across North America.

Strong Understanding

Strong understanding of family office investment strategies, risk tolerance, and decision-making processes.

Proven Ability

Proven ability to market and sell investment opportunities to sophisticated investors.

Excellent Communication Skills

Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth individuals and their advisors.

Strong Strategic and Analytical Skills

Strong strategic and analytical skills, with the ability to align investment opportunities with the specific needs of family offices.

Education

Bachelor's degree in finance, business, or a related field. MBA or CFA designation is a plus.

Compensation and Benefits
  • Salary Range

The discussed salary range is $130,000 – $150,000, plus commission and bonuses depending on experience.

Comprehensive Benefits Package

Comprehensive benefits package.

Remote or Hybrid Working Arrangement

Remote or hybrid working arrangement.

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