Relationship Advisor
Core
Manages a portfolio of wealth management clients, delivering high-quality fiduciary services, resolving issues, and acting as a trusted advisor for assigned relationships and fiduciary accounts without a designated lead.
Role type
Senior IC Relationship Advisor (Fiduciary/Trust)
Builds
Holistic advisory solutions and client outcomes for sophisticated individuals, families, and institutions
Domain
Wealth Management / Fiduciary Services / Trust & Estate Administration
Deliverable
client delivery
Required skills
Fiduciary judgment, Trust and tax law expertise, Estate planning knowledge, Investment principles, Negotiation, Problem-solving, Relationship management, Business development, Mentorship
Preferred skills
LRM eligibility in Private Client Advisory and Private Client Services, Travel for client meetings
Technologies
Internal fiduciary resources
Responsibilities
Manage client portfolio and develop deep understanding of client needs, Lead conversations on goals-based wealth management, Provide proactive guidance on products and regulatory changes, Cultivate business development with referral sources, Mentor junior partners on fiduciary matters, Travel to meet clients when appropriate
Seniority
Senior, hands-on IC