Client Manager, Rmg Uhnw (flagship Select)

Bentley Vanguard

Not specified; not specified; not specified
Hybrid
Five years related work experience
Three years financial services experience
Finra series 7, 24, 63, 65, or 66 license
Bentley Vanguard is seeking a Client Manager for their Ultra High Net Worth (UHNW) division. The role involves managing a team, enhancing client relationships, and supporting business strategies, all while adhering to the company's mission of promoting long-term financial wellbeing

Job Summary

  • The role focuses on deepening loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align solutions.
  • Candidates will hire, evaluate, and supervise crew while providing guidance to develop the team and set performance standards.
  • Vanguard is a mission-driven organization committed to the long-term financial wellbeing of its clients through collaborative teamwork.

Matching Summary

Match Score: 85

Bentley Vanguard is seeking a Client Manager for their Ultra High Net Worth (UHNW) division. The role involves managing a team, enhancing client relationships, and supporting business strategies, all while adhering to the company's mission of promoting long-term financial wellbeing.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Five years related work experience
  • Three years financial services experience
  • FINRA Series 7, 24, 63, 65, or 66 license
  • Ultra High Net Worth client management
  • Team supervision and performance review

Nice-to-have

  • Previous sales leadership experience
  • Graduate degree preferred
  • Building inclusive high performing teams
  • Navigating ambiguity and innovatively solving problems
  • Practice Management skills in book management

Key Requirements

  • Minimum five years related work experience
  • Three years experience in Financial Services
  • Undergraduate degree or equivalent combination
  • FINRA Series 7, 24, 63, 65, or 66 certification
  • No visa sponsorship available

Work Rights

Not specified

Tailored Resume

Cover Letter