What are the responsibilities and job description for the Relationship Manager position at pearlrecruiter?
One of the oldest RIA in the South is seeking two Relationship Managers (RM) for either the Atlanta GA office or the Raleigh NC to play a pivotal role in managing and expanding relationships with our ultrahighnetworth (UHNW) clients.
You will provide comprehensive wealth management services investment strategy estate planning and tax optimization to philanthropy and family governance.
You will be a trusted partner thought leader offering strategic insight into the family business and the family itself.
You will employ a proactive approach to client needs coordinate and deliver our holistic wealth management services.
Requirements
- A minimum of 8 years of experience in wealth management financial advisory or a related field specifically serving ultrahighnetworth clientele
- Bachelor s degree
- Professional designations CFA CFP CPA JD strongly preferred
- Expertise in all the listed services in the first point of the Job Description
- Deep understanding of multigenerational wealth management family governance and succession planning
- Exceptional Client Service experience
- Teams player
Benefits
A competitive compensation package including an attractive base salary and benefits
Qualifications : Bachelor s or master s degree in Business or related field and CFA certification preferred Minimum of ten years experience in financial services industry with direct client responsibility Must have a strong working knowledge of investment consulting and high net worth wealth planning techniques Proven track record of consistent business development Must have a professional demeanor with the utmost respect for confidential matters Must be able to work independently and in a team environment Must have excellent written and verbal communication skills with strong interpersonal skills Must be detail oriented with excellent organizational skills Must have ability to multi-task Must have ability to work in a high stress, fast paced environment Must have strong work ethic with a positive attitude Working Conditions : Travel as business needs necessitate approximately 50% Moderate periods of sitting utilizing a computer
Key Skills
Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry
Employment Type : Full Time
Experience : 5 years
Vacancy : 1