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HNW Relationship Manager

TWM Executive Search
Baltimore, WA Full Time
POSTED ON 1/25/2025
AVAILABLE BEFORE 2/22/2025

Top-tier wealth management firm seeks Senior Relationship Manager in the Washington DC-Baltimore Area to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on business development.


  • Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
  • Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sources
  • Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
  • The firm has a team of Business Development Officers to help facilitate new business opportunities
  • Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters
  • Requires 8 years' strong relationship management background with deep technical exposure to either investment management and/or financial planning; CFA or MBA required

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