Relationship Manager (Discretionary)

wealth management for a digital, sustainable future

Position overview:

As a Relationship Manager at Alpha Quest, you are at the cutting edge of future-focused digital and sustainable wealth management. You have a high degree of flexibility within a streamlined, regulated platform, focusing on B2C HNW clients.

You'll benefit from established, in-house core ETF portfolio solutions, with an excellent 15-year track record. You will augment this with a selection of exciting alternative investments, focusing on digital and sustainable solutions (e.g. liquid crypto, digital asset Venture Capital, DeFi).

Ready to make a real impact with your clients, whilst enjoying a flexible working environment

About Alpha Quest's discretionary team:

Our team of seasoned professionals holds true to a core vision: to deliver a forward-looking, high-performing, and transparent wealth management offering. Unsatisfied with the cookie-cutter approach to wealth management at big firms, where clients goals are often overshadowed by corporate-driven investment products, we were determined to forge a new path. Our mission A boutique, high-touch approach, with deep expertise in digital asset and sustainable investing.

Key responsibilities:

actively target high-net-worth individuals and families across the region. Profile: younger, dynamic clients, to whom digital assets and sustainability are important

be an ambassador for Alpha Quest, successfully highlighting our future-focused offering and USPs to prospective clients

conduct detailed fact-finds with new clients, using Alpha Quest's back-end solution to prepare highly professional analysis and portfolio proposals

ensure all clients receive broad-based wealth management, including a fully diversified investment portfolio (liquid / alternative), wealth and retirement planning, and acting as a gatekeeper for various third party service providers (tax, Estate planning etc)

actively grow your client base via best-in-class client servicing, driving referrals and network expansion through the region

Qualifications & requirements:

confidence in your ability to maintain and grow your client base in a highly entrepreneurial environment. A passion for, and knowledge of, digital asset and sustainable investing

A proven track record of client acquisition and relationship management across a broad spectrum of HNW clients

A Bachelor's degree in finance, business, or a related field; enhanced by relevant certifications such as CFA or CFP