Sr. Relationship Manager - Wealth Management
Core
Serve as the point person for high-net-worth clients with at least $25 million of investable assets, managing complex accounts, executing investment strategies, 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 multi-family office clients.
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Portfolio management (equities, bonds), estate and tax planning integration, asset allocation, trust and fiduciary principles, business development, mentoring junior staff
Preferred skills
CFA, CFP, MBA
Technologies
Investment modeling tools, compliance documentation systems
Responsibilities
Manage complex client accounts and relationships; develop and implement long-term new business strategy; oversee investment execution and account maintenance; mentor junior team members; ensure adherence to compliance requirements and investment policy statements.
Seniority
Senior, hands-on IC with leadership responsibilities
