Обязанности:
Business Development / Client Intake Manager Sector: Multi-Family Office / Wealth ManagementReports to: Managing Partner / CEOInternal Interaction: Close collaboration with Solutions Architects, Relationship Managers, and Senior Family Advisors. About the Role We are seeking for our client a high-caliber Business Development & Client Intake Manager (the "Hunter") to act as the primary point of entry for our Multi-Family Office. This is not a high-volume sales role; it is a sophisticated "Client Partner" position focused on identifying and qualifying Ultra-High-Net-Worth (UHNW) families who have genuine needs regarding asset control, tax/legal structuring, and investment transparency. Your primary objective is to manage the "Client Intake" process—transforming cold or warm leads into qualified diagnostics and high-trust relationships. Candidate Requirements Professional Experience & Skills: Sector Background: At least 5+ years of experience in Private Banking, Wealth Management, Multi-Family Offices, or Boutique Advisory/Consulting. Networking: A strong existing network within the UHNW ecosystem (Private Bankers, Legal Experts, Tax Advisors) to generate warm referrals. Sales Style: Mastery of "Consultative" and "Discovery" sales. Ability to lead premium-level conversations without aggressive pressure, focusing instead on "selling" the value of peace of mind and control. Technical Literacy: A solid understanding of Family Office fundamentals, including asset holding structures, banking barriers, and global compliance challenges. Language: Native/Fluent Russian and English are mandatory (the role involves constant communication within the RU/international corridor). Personal Attributes: High Emotional Intelligence (EQ): Ability to quickly read a client’s profile, detect "pain points," and adapt communication style accordingly. Business Judgment: Decisiveness and the ability to filter out non-target requests early in the process. Discretion: Absolute adherence to privacy culture and UHNWI etiquette. Ownership: A self-starter "Hunter" mentality with a focus on pipeline quality rather than just quantity. Key Responsibilities Lead Generation & Outreach: Build and manage a consistent pipeline of new potential mandates through cold/warm outreach and professional networking. Primary Client Qualification: Conduct initial intake calls to evaluate the scale, urgency, and complexity of a family’s assets and geographical footprint. Trigger Identification: Deep-dive into client "pains"—identifying issues such as lack of reporting, account freezes, inheritance complexity, or chaotic asset structures. Value Presentation: Expertly articulate the MFO’s value proposition, shifting the conversation from "selling services" to "solving structural problems." Target Filtering: Act as the "onboarding gate," qualifying leads according to company tariffs and service tiers to ensure a fit for both parties. Route Mapping: Efficiently navigate and transition qualified leads to Senior Advisors or Solutions Architects for deep-dive diagnostics. Relationship Building: Manage the early-stage commercial cycle, maintaining the relationship from first contact until the signing of the retainer. Market Intelligence: Stay updated on sanction risks, global banking shifts, and wealth management trends to remain a credible expert for clients. CRM Management: Maintain meticulous records of the incoming pipeline, conversion rates, and client feedback within the CRM system. Stakeholder Coordination: Work with the Managing Partner and Marketing support to refine the referral network strategy and partnership productivity. Бизнес-девелопмент / Менеджер по первичному отбору клиентов Сектор: Multi-Family Office / Wealth ManagementПодчинение: Managing Partner / CEOВнутреннее взаимодействие: тесное сотрудничество с Relationship Managers и Senior Family Advisors. О ролиМы ищем для нашего клиента высококвалифицированного Business Development & Client Intake Manager («Hunter») для роли основного точки входа в наш Multi-Family Office. Это не массовая продажа, а более сложная роль «клиентского партнёра», сосредоточенная на выявлении и квалификации Ultra-High-Net-Worth (UHNW) семей, у которых есть реальные потребности в контроле активов, налогово-правовом структурировании и прозрачности инвестиций. Ваша основная задача — управлять процессом Client Intake, превращая холодные или тёплые лиды в квалифицированные запросы и доверительные отношения.Похожие вакансии
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