Private Wealth Relationship Manager
Core
Support Financial Advisors to develop and enhance client relationships, serving as a key point of contact for non-administrative requests and assisting with client meetings on investment strategy and account performance.
Role type
Private Wealth Relationship Manager
Builds
Client service model and client relationships for individuals, companies, and institutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, Client onboarding/offboarding, Client meeting support, Client service model execution, Client book segmentation, Specialist engagement, Client satisfaction monitoring, Escalation resolution
Preferred skills
Residential mortgage loan origination, Portfolio management, Risk management
Technologies
Salesforce
Responsibilities
Identify and own the client onboarding process, Document client interactions and provide time-sensitive updates, Execute on team service model, Assist in developing and monitoring client book segmentation strategy, Engage specialists to address client needs, Identify and own the client offboarding process, Attend client review meetings to capture notes and track actions, Monitor and report on client satisfaction and manage escalations
Seniority
Individual Contributor