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 spending over 50% of time on relationship management.
Role type
Private Wealth Relationship Manager
Builds
Client service model and growth/acquisition activities for individuals, companies, and institutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Account Management, Client Management, Portfolio Management, Business Acumen, Risk Management, Regulatory Compliance (SAFE Act, Series 7/63/65/66)
Preferred skills
Firm-approved designations, Mortgage loan origination experience
Technologies
N/A
Responsibilities
Assist with and attend client meetings covering investment strategy and account performance, Engage portfolio managers and product specialists to coordinate sales and service activities, Develop, implement, and monitor the team's client service model, Provide residential mortgage loans subject to SAFE Act registration
Seniority
Individual Contributor, Specialist/Manager level