Co-lead the development and execution of holistic client strategies, identifying opportunities and driving sustainable growth
Design and deliver high-impact, investment-driven client engagements, acting as a credible partner to challenge and shape solutions across asset classes
Assemble and lead cross-functional deal teams, including senior management and product specialists
Own the execution of complex client initiatives, ensuring delivery excellence and alignment with client expectations
Drive initiatives that enhance the effectiveness and scalability of the Key Client platform
What are we looking for?
Strong investment expertise across asset classes; CFA, CAIA, or equivalent preferred (or extensive practical experience)
Proven experience with UHNW and/or institutional clients in complex, solution-driven environments