Senior Relationship Manager (Northeast)
Core
Senior Relationship Manager responsible for attracting, winning, and onboarding HNW/UHNW clients in the Northeast US to achieve net new money and acquisition targets.
Role type
Senior IC Relationship Manager (Private Banking)
Builds
Long-term client relationships and a sustainable pipeline of new business for a Registered Investment Adviser (RIA).
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Client acquisition, relationship management, strategic advisory, network building, complex wealth management solutions, regulatory compliance, cross-functional coordination
Preferred skills
Existing HNW/UHNW client book, fluency in Italian/Spanish/French/German, extensive travel within the Northeast
Technologies
N/A
Responsibilities
Own and deliver a business case with net new money targets; attract and onboard new HNW/UHNW clients; manage and grow a significant client portfolio; act as a trusted strategic advisor; coordinate investment, lending, and estate planning specialists; build relationships with external influencers and internal referral partners; maintain Risk & Compliance standards.
Seniority
Senior, hands-on IC