What are the responsibilities and job description for the Relationship Manager position at Balentine?

We're Hiring : Relationship Manager

Balentine is seeking a Relationship Manager (RM) to play a pivotal role in managing and expanding relationships with our ultra-high-net-worth (UHNW) clients. The RM will provide comprehensive wealth management services, ranging from investment strategy, estate planning, and tax optimization to philanthropy and family governance. More than just a financial advisor, the Relationship Manager is a trusted partner, offering strategic insight into both the family business and the family itself.

The successful candidate will employ a proactive approach to client needs, ensuring seamless coordination and delivery of our holistic wealth management services. This candidate's experience will enable them to guide clients through complex financial decisions, address multigenerational needs, and preserve family legacies.

You might be the right fit if you :

thrive in an environment that prioritizes trust, collaboration, and intentional culture,
want the chance to guide clients through complex wealth decisions and help them define and fulfill their legacy,
love being around entrepreneurs and are fascinated by their unique needs and challenges, and
have the experience and moxie to provide entrepreneurs with strategic guidance.

Responsibilities

We expect this person to, with training, perform the following responsibilities :

Client Relationship Management : Serve as the primary contact for UHNW clients, building deep and enduring relationships with family members across generations.

Wealth Management Expertise : Provide personalized financial advice and services, including investment management, estate planning, tax strategies, and philanthropy, tailored to the unique needs of UHNW individuals and families.

Family Governance : Assist clients with the complexities of family governance, supporting the development of effective decision-making structures, succession planning, and education for next-generation family members.

Cross-disciplinary Collaboration : Work closely with internal specialists and external advisors (attorneys, accountants, etc.) to deliver comprehensive financial solutions.

Client Service Excellence : Ensure the highest levels of client satisfaction by offering proactive, responsive, and anticipatory service, regularly reviewing and enhancing financial plans in alignment with clients" evolving needs.

Growth & Business Development : Contribute to Balentine's growth by identifying opportunities to deepen existing relationships and attract new UHNW clients through networking, referrals, and industry thought leadership.

Qualifications

A minimum of 8 years of experience in wealth management, financial advisory, or a related field, specifically serving ultra-high-net-worth clients with complex needs.

Bachelor's degree

Professional designations such as CFA, CFP, CPA, JD, or equivalent credentials are strongly preferred.

Demo onstrated expertise in comprehensive wealth management, including investment strategies, tax optimization, estate planning, and philanthropy.

Strong understanding of multigenerational wealth management, family governance, and succession planning.

E xceptional communication and relationship management skills, with a proven track record of delivering personalized client service.

Experience in collaborating with multi-disciplinary teams to achieve client goals.

About Balentine

Balentine LLC is a boutique wealth management firm based in the Southeast with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by and continues to attract, a world-class team of driven individuals. At Balentine, everything we do prioritizes our clients and employees.

Dedicated to providing exceptional service, our goal is to partner with clients to preserve, protect, and grow their wealth across generations, offering personalized, holistic solutions to complex financial and family dynamics.

Balentine's culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.

Why Balentine

Entrepreneurial Focus : Join a firm with a 37-year legacy of serving entrepreneurs and their families. You will have the unique opportunity to influence both family and business success.

Intentional Culture : Join a team that emphasizes trust, collaboration, and purpose and is committed to helping clients and employees build lasting legacies.

Growth and Ownership : As you contribute to the firm's success, you will have the opportunity to become part of its ownership and participate in its continued growth.

Higher Purpose : Work with a firm that is seeking a higher purpose, serving clients not just for financial gain but to create lasting, meaningful impacts across generations.

Compensation

Balentine offers a competitive compensation package, including an attractive base salary and benefits.

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