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 >50% of time on relationship management.
Role type
Private Wealth Relationship Manager (FA Paid Resource)
Builds
Client service model, investment strategies, and account growth
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, Investment strategy coordination, Risk management, Product knowledge, Regulatory compliance (SAFE Act), Referral management
Preferred skills
Firm-approved designations, Mortgage loan origination capability
Technologies
N/A
Responsibilities
Attend client meetings on investment strategy and market developments, Coordinate with portfolio managers and product specialists, Develop and monitor client service model, Assist with residential mortgage loans
Seniority
Mid-level, collaborative IC