High Net Worth Relationship Manager, Specialist
Core
Facilitate effective communication regarding wealth purpose and intentions within high-net-worth families, providing educational resources to beneficiaries and equipping family members for future roles.
Role type
Specialist Family Legacy Consultant (Wealth Management)
Builds
Family legacy programs, educational resources, and standardized family meeting processes for UHNW clients.
Domain
Wealth Management / Family Systems / Behavioral Finance
Deliverable
product features
Required skills
Family systems theory, family psychology, behavioral finance, financial therapy, leadership theories, consulting, coaching, adult training, process consulting, facilitation, instructional design, content development, advanced analytical abilities.
Preferred skills
Master's in psychology, Family Communication and/or Conflict Management Certification, Family Enterprise Certification.
Responsibilities
Collaborate with business units to support Wealth Management clients with assets of $5 million or more; facilitate financial, business, wealth planning, and succession planning conversations; develop subject matter expertise and enhance family legacy content offerings; lead projects to create family legacy marketing materials; present at client events and workshops.
Seniority
Senior, hands-on IC