Case study · 01

HNW CLIENT RELATIONSHIPS & BUSINESS DEVELOPMENT

OrganisationICEBRIDGE FINANCIAL GROUP

RoleACCOUNT MANAGER · CLIENT RELATIONS

Period2024—2025

People discussing client work around a laptop

Context

Where the work sat.

At IceBridge Financial Group, Anton worked remotely with the Miami-based team, managing sales and relationships with high-net-worth clients and linking their requirements with investment analysts, portfolio managers and client-success colleagues.

Anton's remit

Responsibility with range.

Manage client relationships, new-account acquisition and onboarding, from initial contact through project execution and commercial follow-through.
Generate opportunities from zero through personal outbound outreach and negotiate and close service contracts.
Coordinate tailored investment and service solutions with financial specialists in response to client needs.

What he coordinated

Connecting the moving parts.

Led the setup, employee training, adoption and hands-on use of WealthBox CRM and Jump transcription automation.
Used Schwab Advisor Center, eMoney Advisor and Morningstar Direct to analyze client information and develop client-service strategies.
Managed calendars, booked travel for managers and clients, and handled purchase orders and invoices alongside account and project responsibilities.

Working environment

Tools, teams & stakeholders.

WealthBox
Jump
Schwab Advisor Center
eMoney Advisor
Morningstar Direct

What this demonstrates

This role combined client relationships and business development with the coordination of specialist teams and everyday service delivery.