Wealth Relationship Manager SAFE Act - Evanston, IL
Core
Build and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions, including banking, credit, and investment products.
Role type
Senior IC Wealth Relationship Manager
Builds
Client relationships and financial portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship management, regulatory compliance (SAFE Act, KYC/AML), risk assessment
Preferred skills
NaviPlan Select, investment strategies, mortgage loan origination
Technologies
NaviPlan Select, Microsoft Office
Responsibilities
Identify and acquire high-value clients, anticipate complex financial needs, provide regular high-touch engagement, manage client follow-up, ensure regulatory compliance, partner with branch team
Seniority
Senior, hands-on IC