Relationship Manager III - Capital Partners
Core
Serve as the primary point person for ultra-high-net-worth clients, managing complex relationships, portfolio management, and business development.
Role type
Senior Relationship Manager (Capital Partners)
Builds
Client-specific investment plans and portfolio strategies for sophisticated clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Portfolio management, asset allocation, investment strategy, risk management, compliance, business development, client service, team leadership
Preferred skills
CFA, CFP, MBA
Technologies
Investment Policy Statements, compliance reporting tools
Responsibilities
Manage designated ultra-high-net-worth accounts independently; execute investment strategies to meet client goals; ensure compliance with firm guidelines and regulations; coach and mentor Relationship Associates; source new business and maintain existing client relationships.
Seniority
Senior, hands-on IC