What are the responsibilities and job description for the Client Relationship Manager position at Landing Point?
Company Overview:
An independent multi-family office managing capital for ultra-high-net-worth families and institutions is seeking a Client Relationship Manager. The role focuses on maintaining and enhancing client relationships while ensuring a seamless service experience.
Job Responsibilities:
The post Client Relationship Manager appeared first on Landing Point.
An independent multi-family office managing capital for ultra-high-net-worth families and institutions is seeking a Client Relationship Manager. The role focuses on maintaining and enhancing client relationships while ensuring a seamless service experience.
Job Responsibilities:
- Serve as the primary point of contact for assigned families, principal individuals, and institutional clients, building deep, trusted, long-term relationships.
- Understand each client’s goals, preferences, and family dynamics; anticipate needs and tailor the firm’s response accordingly.
- Handle client requests, inquiries, and escalations with precision, discretion, and timeliness.
- Lead and prepare for client reviews and meetings — agendas, materials, and follow-ups — and ensure every commitment is closed.
- Orchestrate delivery across investment, planning, operations, tax, and reporting so the client experience is seamless and consistent.
- Coordinate account operations on the client’s behalf — wires, transfers, distributions, and documentation — ensuring accuracy and timeliness.
- Translate client feedback into service improvements and prioritize the response accordingly.
- Manage new client and new relationship onboarding end-to-end — documentation, account opening, KYC and AML, and a structured first-90-days experience.
- Deepen and expand existing relationships, identifying opportunities to bring additional firm capabilities to each client.
- Own the client relationship CRM (HubSpot), keeping contacts, interactions, and commitments current and reportable.
- 7 years in client relationship management, private wealth, family office, or private banking, serving sophisticated families and individuals.
- Direct experience as a primary relationship contact for ultra-high-net-worth families, principals, or institutional clients, with a demonstrated standard of discretion.
- Familiarity with investment, planning, trust and estate, and tax concepts sufficient to coordinate across specialists and speak credibly with clients.
- Experience coordinating account operations — transfers, distributions, and documentation — and client or investor reporting.
- Working knowledge of KYC, AML, and client onboarding requirements.
- Fluent with CRM and reporting tools (HubSpot or similar).
The post Client Relationship Manager appeared first on Landing Point.
Salary : $130,000 - $200,000