Private Wealth Relationship Manager
Core
Supports Financial Advisors to develop and enhance client relationships, providing specialized support in Business Development, Wealth Planning, Investment Management, or Business Management while managing over 50% of time on relationship activities.
Role type
Private Wealth Relationship Manager (FA Paid Resource)
Builds
Client service models, investment strategies, and account performance reviews for high-net-worth individuals and institutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Series 7, 63/65 or 66; SAFE ACT Registration; ADV-2B; firm-approved designation; risk management; client issue resolution
Preferred skills
None stated
Technologies
None stated
Responsibilities
Assist with and attend client meetings covering investment strategy, account performance, new products, and market developments; coordinate sales and service activities with portfolio managers and product specialists; develop, implement, and monitor the team's client service model; provide residential mortgage loans if applicable
Seniority
Individual Contributor, Specialist/Manager level