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Relationship Manager

ECG Resources
Phoenix, AZ Full Time
POSTED ON 2/12/2025
AVAILABLE BEFORE 5/12/2025

Job Description

Job Description

We are currently recruiting for 2 different Multi-Family Offices seeking Relationship Managers with UHNW planning backgrounds to counsel clients (25mm - BB client range)

  • Manage client engagements with the goal of developing complex wealth planning solutions and strategies
  • Emphasis on high-touch client service and deep technical planning
  • Extensive opportunity to take on new responsibilities and advance within the organization
  • First point of contact with clients
  • Requires 12 years' of comprehensive wealth planning experience for UHNW clients
  • Advanced degrees or professional designations are a plus

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