This role serves as the primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering comprehensive wealth management experiences
Job Summary
This role serves as the primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering comprehensive wealth management experiences.
The position requires coordinating multi-disciplinary teams to craft creative solutions and drive growth through strategic cross-selling initiatives.
Candidates will benefit from a total compensation package including performance-based incentives, discretionary bonuses, health insurance, and retirement savings plans.
Matching Summary
This role serves as the primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering comprehensive wealth management experiences.
Salary
Base: $102,000.00 - $190,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
High-net-worth client relationship management
Investment portfolio design and execution
Strategic business development and sales targets
Holistic financial planning and tax optimization
Cross-selling banking and lending solutions
Nice-to-have
MBA certification preferred
Certified Financial Planner designation
Strong internal and external networking skills
Experience with complex acquisition strategies
Ability to mentor junior team members
Key Requirements
7+ years of relevant experience in wealth management
Post-secondary degree or equivalent combination of education and experience
In-depth knowledge of bank products and services
Expertise in dealing with HNW and UHNW clients
Advanced proficiency in strategic relationship management and commercial acumen