JOB RESPONSIBILITIES

• Manage and service a portfolio of private clients, ensuring a high standard of relationship support
• Identify new business opportunities to help expand the client base
• Work closely with internal teams to develop and present investment solutions tailored to clients’ needs
• Stay updated on market developments, investment trends, and industry news to provide relevant insights
• Support the overall client experience through efficient coordination and communication

JOB REQUIREMENTS

• Individuals who already maintain relationships with Accredited Investors (AI) will have a strong advantage, though this is not a strict requirement.
• Candidates without an existing AI network are welcome — you will receive structured guidance and support to help you build your client portfolio.
• Background in investment advisory, real estate fund investment is beneficial, but the role is also open ...