Client Relationship Manager / Business Development Manager

About the role

An international financial planning firm serving US clients is seeking a Client Relationship Manager / Business Development Manager based in New York to join its Wealth Advisory team. The role supports US-based high-net-worth clients and suits a polished, articulate professional early in their career who enjoys managing relationships and contributing to business development. It is advertised as a contractor position.

Key responsibilities

• Build and manage day-to-day relationships with high-net-worth clients
• Support onboarding of new clients and ensure smooth transitions
• Attend annual review meetings with advisors and lead quarterly client check-ins
• Act as the main liaison between clients and financial planners
• Respond to client queries clearly, professionally and efficiently
• Collaborate with internal teams to ensure timely delivery of services
• Improve the client experience and contribute to business development in the US market

Required profile

• 4-8 years of experience in client relationship management or business development
• Experience with high-net-worth clients preferred
• Strong track record of building and maintaining client relationships
• Degree from a top-tier university is advantageous

Required skills

• Excellent communication skills, able to explain complex financial concepts simply
• Professional, polished and confident interpersonal style
• Highly organized with strong attention to detail
• Self-motivated, proactive and growth-oriented
• Strong phone manner and client-facing confidence
• Team player able to collaborate across departments

What we offer

• Full training in a supportive, high-performing environment
• Accelerated personal and professional development
• Work alongside experienced financial advisors and industry experts
• Competitive remuneration package and comprehensive benefits
• Strong emphasis on work-life balance

Candidates apply through the recruiter, Prestige IFA Jobs, following a process of an initial application, a 30-minute HR interview, a follow-up interview with the team leader and a final culture-fit interview with a director.