Family Office Relationship Manager (Personal Services)

Proactively communicate with family members to understand their needs, goals, and priorities. Build and nurture relationships with family members, key decision-makers, and third-party advisors. Coordinate with internal and external teams to provide comprehensive support.Provide expert advice on financial planning, investment management, wealth accumulation, preservation, and transfer strategies. Evaluate and recommend solutions in areas like investments, insurance, banking, and credit.Handle inquiries and requests promptly and efficiently.Ensure seamless onboarding processes and smooth transitions for family members.Prepare and present reports to family members, providing insights and updates on their portfolio and progress