Global Wealth Management Firm seeks Senior Relationship Manager to serve as primary point of contact for UHNW clients in delivering holistic wealth advisory services.
- Own the client relationship, maintaining extensive contact with clients to build customized investment and wealth planning strategies
- Partner with Sr. Advisors to develop and implement wealth planning strategies for clients
- Build and utilize a personal referral network to support Business Development Officers and help facilitate new business opportunities
- No sales goals
- Requires 9+ years’ wealth management experience, including 3+ years’ experience leading day-to-day UHNW client interactions
- Strong background in investment or planning advisory a must
- CFA, CFP, CTFA, or CPA preferred
Diversity candidates are encouraged to apply.
ECG Resources, Inc.
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Check in guests and assist with event entry flow
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Hand out wristbands and confirm guest access
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