Bengenro

Senior Client Advisor / Relationship Manager, Wealth Management

Bengenro

5 days ago
London
Onsite
Full Time
Senior
0 applicants
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Bengenro
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About this role

A Senior Client Advisor/Relationship Manager at an investment banking and corporate advisory firm focuses on growing ultra high net-worth client relationships, increasing assets under management, and contributing to the firm's financial performance through strategic client engagement and business development.

Skills

Qualifications

BSc Degree in Finance, Economics, Business or related fieldMBA, CFA, CISI, or CFP® designation or equivalent qualificationMinimum 10+ years’ experience in private banking, wealth management, family office, or asset managementProficient in MacOS Keynote, Numbers and PagesProficient in MS Power point, Excel & Word
Bengenro

About Bengenro

zohorecruit.com

Bengenro appears to be a distinct company using BambooHR for its hiring portal, with roles including sales and infrastructure engineering. It likely operates as a business or technology-focused organization recruiting for internal teams rather than being Zoho Recruit, which is an applicant tracking software product.

About Bengenro

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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