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 IC Relationship Manager (Capital Partners)
Builds
Client-specific investment plans and asset allocation strategies for sophisticated clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Portfolio management, asset allocation, trust and fiduciary principles, investment strategy implementation, compliance adherence, business development, client service
Preferred skills
CFA, CFP, MBA
Technologies
N/A
Responsibilities
Manage moderately complex accounts independently; serve as first call for portfolio questions; implement investment strategies to meet client goals; ensure compliance with investment policy statements and KYC requirements; coach and mentor Relationship Associates; research industry resources to identify potential leads
Seniority
Senior, hands-on IC