Relationship Manager- Wealth Management
Core
Manage a book of self-directed ultra-high-net-worth clients ($5–25M assets) by delivering personalized financial guidance, education, and tailored solutions to help them achieve long-term goals.
Role type
Relationship Manager (Wealth Management)
Builds
Client relationships and trust for ultra-high-net-worth individuals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
regulatory license registration, managing a book of business, building trusted relationships with high-net-worth clients, consultative sales approach, knowledge of ETFs and mutual funds, estate and legacy planning, charitable giving strategies
Preferred skills
experience with private equity, trusts, and margin products
Technologies
Vanguard investment products
Responsibilities
Act as primary point of contact for UHNW clients, anticipate client needs and align solutions, engage in conversations on sophisticated wealth topics, support strategic planning for the book of business, resolve client issues efficiently, demonstrate deep technical knowledge of products
Seniority
Mid-level IC (3+ years experience required)
