Wealth Relationship Manager SAFE Act - Chicago
Core
Build and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions and grow wallet share.
Role type
Senior IC Wealth Relationship Manager
Builds
Financial planning solutions, client engagement programs, and portfolio growth strategies
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship management, regulatory compliance (SAFE Act, KYC/AML), risk assessment, product knowledge
Preferred skills
Investment strategy knowledge, financial planning software (NaviPlan Select), mortgage loan origination registration
Technologies
Microsoft Office (Excel, Outlook, Word), NaviPlan Select
Responsibilities
Identify and acquire high-value clients through referrals and direct sourcing; conduct face-to-face meetings and client events; assess complex financial needs and offer tailored solutions; ensure adherence to regulatory and compliance norms; partner with branch teams to enhance client experience; manage mortgage loan originator registration.
Seniority
Mid-Senior, hands-on IC