Relationship Manager

Компания "Агентство Очень Важный Персонал"

Relationship Manager

International multi-family office is looking for a strong Relationship Manager to join the team. In this role, you will be the primary day-to-day owner of client relationships and serve high-net-worth families as a “single point of entry.” You will report directly to the Head of MFO and work closely with internal and external specialists. Your mission is to ensure a level of coordination and service at which the client never feels “lost” between different departments, while receiving a seamless, personalized, high-touch experience.

This role is not administrative or secretarial support; we are looking for a true client partner who can speak the language of business and wealth management.

Candidates without experience handling cross-border requests and international compliance will be rejected at the CV screening stage.

Candidate Profile

• Minimum 7–10 years of experience managing relationships with ultra-high-net-worth clients (UHNW) in Multi-Family Office, Single Family Office, or top-tier Private Banking environments.

• Fluency in English and Russian at a level sufficient for complex negotiations and legal correspondence.

• Proven expertise in client servicing, cross-border coordination, and managing complex matters across multiple jurisdictions.

• Deep understanding of international ownership structures (Trusts, Foundations, VCC, PIC), as well as KYC / AML / Source of Wealth processes in Tier-1 and Tier-2 jurisdictions, including Russia and Kazakhstan.

• Strong commercial mindset, ability to identify real client needs, build deep trust, and “sell” convenience through high-level service.

• Highly organized, with exceptional attention to follow-up, a structured approach to reporting, and resilience in a dynamic working environment.

• Ability to act as the “orchestrator” in multidisciplinary cases involving tax advisors, investment analysts, and lifestyle managers at the same time.

• Experience not only in maintaining client communication, but also in identifying hidden family needs and expanding the mandate through solving truly complex issues.

Key Responsibilities

• Be the primary point of contact and the “front door” for the family’s daily requests and needs. Skillfully triage client inquiries, separating strategically important matters from routine tasks.

• Manage the full client lifecycle, ensuring a high level of satisfaction and fast response times across all requests. Focus on minimizing Time to First Value through rapid onboarding and early value delivery.

• Coordinate and synthesize input from internal functions — tax, legal, and banking — to provide the client with a unified, integrated solution.

• Develop and maintain a comprehensive Client Action Plan and strategic service roadmap for each client relationship.

• Lead all client communications, ensuring that meeting notes and next steps are clearly documented and executed.

• Proactively identify opportunities for upselling and expanding the office’s service mandate through trust-based relationship building.

• Coordinate cross-border matters, ensuring compliance and operational efficiency across different jurisdictions.

• Track and regularly report on the status of all active client projects, preventing any gaps in service delivery.

• Qualify clients and deepen relationships, converting initial requests into long-term loyalty.

• Ensure a high-touch service level through effective expectation management and proactive status updates.

When applying, please include in your cover letter:
“I have experience supporting families with assets from ... million in the following jurisdictions ...”.

Applications without this information will be considered last.

Международный multi-family office ищет в команду сильного Relationship Manager. В этой роли вы будете основным ежедневным владельцем клиентских отношений и выступать для состоятельных семей в качестве «единой точки входа». Вы будете напрямую подчиняться Head of MFO и тесно взаимодействовать с внутренними и внешними специалистами. Ваша задача — обеспечить такой уровень координации и сервиса, при котором клиент никогда не чувствует себя «потерянным» между разными подразделениями, получая бесшовный, персонализированный сервис высокого уровня.

• Эта роль не является административной или секретарской поддержкой; мы ищем партнера для клиента, способного говорить на языке бизнеса и управления активами.

• Кандидаты, не имеющие опыта работы с трансграничными запросами и международным комплаенсом, будут отклонены на этапе скрининга резюме.

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