Business Development / Client Intake Manager

Business Development / Client Intake Manager

Sector: Multi-Family Office / Wealth Management
Reports to: Managing Partner / CEO
Internal 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

1. Lead Generation & Outreach: Build and manage a consistent pipeline of new potential mandates through cold/warm outreach and professional networking.

2. Primary Client Qualification: Conduct initial intake calls to evaluate the scale, urgency, and complexity of a family’s assets and geographical footprint.

3. Trigger Identification: Deep-dive into client "pains"—identifying issues such as lack of reporting, account freezes, inheritance complexity, or chaotic asset structures.

4. Value Presentation: Expertly articulate the MFO’s value proposition, shifting the conversation from "selling services" to "solving structural problems."

5. Target Filtering: Act as the "onboarding gate," qualifying leads according to company tariffs and service tiers to ensure a fit for both parties.

6. Route Mapping: Efficiently navigate and transition qualified leads to Senior Advisors or Solutions Architects for deep-dive diagnostics.

7. Relationship Building: Manage the early-stage commercial cycle, maintaining the relationship from first contact until the signing of the retainer.

8. Market Intelligence: Stay updated on sanction risks, global banking shifts, and wealth management trends to remain a credible expert for clients.

9. CRM Management: Maintain meticulous records of the incoming pipeline, conversion rates, and client feedback within the CRM system.

10. 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 Management
Подчинение: Managing Partner / CEO
Внутреннее взаимодействие: тесное сотрудничество с Relationship Managers и Senior Family Advisors.

О роли
Мы 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.