Private Wealth Relationship Manager
Core
Support Financial Advisors to develop and enhance existing client relationships, covering investment strategy, account performance, and new products.
Role type
Private Wealth Relationship Manager
Builds
Client relationships and sales activities for individuals, companies, and institutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Account Management, Client Management, Relationship Building, Portfolio Management, Business Acumen, Risk Management, Product Knowledge
Preferred skills
Business Development, Referral Management, Administrative Services
Responsibilities
Assist with and attend client meetings covering investment strategy and market developments, coordinate sales and service activities with portfolio managers and specialists, develop and monitor the team's client service model, manage residential mortgage loans if applicable.
Seniority
Individual Contributor