Wealth Relationship Manager - C12 - NEW YORK
Core
Build and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions and grow wallet share.
Role type
Senior Wealth Relationship Manager (Financial Planning)
Builds
Client portfolios and financial planning solutions
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
client profiling, financial planning, relationship management, regulatory compliance, risk assessment, product knowledge, referral management
Preferred skills
financial planning software (Money Guide Pro, NaviPlan Select), investment strategies
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
Responsibilities
Identify and acquire high-value clients, anticipate complex financial needs, provide regular face-to-face engagement, organize client events, manage client follow-up, ensure KYC/AML compliance, partner with branch team, assess risk in business decisions
Seniority
Senior, hands-on IC