Senior Relationship Manager - Wealth Management / Family Office
Core
Serve as the primary point of contact for high-net-worth multi-family office clients with $25M+ assets, managing complex portfolios and driving business development.
Role type
Senior Relationship Manager (Wealth Management)
Builds
Client-specific investment plans, asset allocation strategies, and long-term new business strategies for sophisticated private clients.
Domain
Wealth Management / Family Office / Private Banking
Deliverable
client delivery
Required skills
Portfolio management (equities/bonds), estate and tax planning integration, business development, client relationship management, investment policy statement adherence, mentoring junior staff
Preferred skills
CFA, CFP, MBA
Technologies
Investment modeling tools, account review systems
Responsibilities
Source and close new business, manage complex client accounts, oversee account reviews and rebalancing, mentor junior team members, ensure compliance with firm guidelines
Seniority
Senior, hands-on IC with leadership duties
