Sr. Relationship Advisor
Core
Senior client-facing professional managing sophisticated wealth management relationships and serving as a trusted advisor to clients and their families.
Role type
Senior IC relationship advisor (wealth management)
Builds
Integrated, advice-driven solutions for ultra-high net worth individuals, families, corporations, and institutions
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
fiduciary principles, financial products, applicable laws and regulations, investments, tax, legal, operational matters, governing documents, account agreements, trust and tax considerations
Preferred skills
ultra-high net worth (UHNW) client experience, professional credentials (CFP, CTFA, JD, CPWA, CPA, MBA)
Technologies
N/A
Responsibilities
Manage a portfolio of sophisticated wealth management relationships, Serve as a primary point of contact and trusted advisor, Build strong relationships with clients' attorneys, accountants, family office professionals, and other external advisors, Translate complex financial, fiduciary, tax, investment, and planning concepts into clear, understandable client conversations, Develop new business through relationships with prospects, referral sources, professional advisors, and centers of influence
Seniority
Senior, hands-on IC