Relationship Advisor
Core
Manages assigned account base of wealth management clients by developing thorough understanding of client needs, goals, and fiduciary duties to provide holistic advice and solutions.
Role type
Senior IC Relationship Advisor (Wealth Management)
Builds
Client relationships and holistic wealth management solutions
Domain
Wealth Management / Asset Servicing
Deliverable
client delivery
Required skills
fiduciary knowledge, estate planning, tax law, financial planning, asset management, investment principles, client relationship management, business development, mentoring, travel
Preferred skills
knowledge of governing documents and account agreements, negotiation, problem solving, leadership, sales
Technologies
NT resources, fiduciary standards and practices
Responsibilities
Guide client conversations for goals-driven wealth management; maintain working knowledge of NT resources to identify relationship enhancement opportunities; cultivate relationships with referral sources and centers of influence; teach and mentor less experienced partners; travel to meet with clients; exercise judgment based on analysis of multiple information sources
Seniority
Senior, hands-on IC