Relationship Manager - Private Wealth
Core
Grow direct revenue and retain high-net-worth client relationships by aligning with their sophisticated financial needs and investment objectives.
Role type
Senior IC relationship manager (private wealth)
Builds
Tailored investment and wealth advisory solutions for high-net-worth clients
Domain
Private banking and wealth management
Deliverable
client delivery
Required skills
portfolio management, wealth management, financial planning, investment product knowledge, financial analysis, client relationship management, compliance risk controls
Preferred skills
MBA, CFA, CPA, CFP
Technologies
MS Office
Responsibilities
Oversee a portfolio of high-net-worth clients to ensure retention and growth, acquire new clients with complex financial needs, achieve revenue goals and manage expenses, deliver tailored client solutions, participate in client events, partner across internal teams, implement compliance risk controls
Seniority
Senior, hands-on IC