innovest investmentsNew York, NY
Relationship Manager - New York
Relationship Manager - New York
Relationship Manager - New York
innovest investmentsNew York, NY
9 days ago
Investment Fund ManagersPersonal Financial AdvisorsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInternational Affairs
Apply for this role →To serve as Innovest’s key representative for high-net-worth clients in North America, encouraging cross-border investments into Sri Lanka. The role involves delivering personalized advisory and demystifying the Sri Lankan market using credible data, regulatory guidance, and on-ground execution support.
Roles and Responsibilities:
Acquire and manage relationships with U.S.-based HNW individuals and family offices.
Promote and explain Sri Lanka’s capital markets, regulations, and macro outlook.
Provide regular updates, research, and performance reviews to build trust.
Coordinate closely with Innovest teams to execute investment strategies and deliverables.
Attend industry events, webinars, and networking forums to generate new business.
Guide clients on issues related to repatriation, tax implications, and compliance.
Attributes and Preferred Skills
Deep understanding of wealth management and capital markets in the U.S.
Experience working with global families or emerging market portfolios.
Strong communication and storytelling skills to convey investment narratives.
Analytical thinker with the ability to translate data into actionable insights.
Ability to operate independently while aligning with Sri Lanka-based teams.
Also on the board Same function, level within a rung
Level
Senior
Location
New York, NY
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
9 days ago