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Cedrus Partners is hiring a Senior Family Officer for its Paris Office. As member of a team of 4 people, you will actively contribute to all aspects of the client relation process, including portfolio monitoring, identifying new opportunities on investment strategies, negotiate at CEO/CFO level, sales campaigns. The role will offer an enriching experience within a dynamic and fast-growing firm well positioned on an attractive segment of the financial industry.
You will be primarily responsible for the growth of our Single Family Office client base and in charge of an existent clients portfolios :
To follow existing portfolios of client with a view to upgrade the relationship
To do client reporting, including quarterly valuations and annual reviews
To coordinate client meetings, diary management and client filing
To maintain and update a pipeline of prospects
To identify and attract new business
To work on prospects given by the firm to be converted into clients and maintain a proactive follow-up
Work very actively with the investment team.
Cross selling with Real Estate and Research team with a view to add value to the client's relationship and enhance revenue for the client.
5 years' experience in relevant industries (Multi or Single Family Office, Private Banker, Consultant), preferably in an international environment
Top tier academic record (participation in the CFA or similar program would be a plus)
Strong analytical skills (ability to quickly assess pros/cons)
French and English fluency
Strong oral and written communication skills
Excellent skills at standard IT tools
Ability to self-start, multi-task and accurately complete projects on time