Manager, Uhnw Services

AB Global

Nashville, Tennessee, United States
Detailed knowledge of private wealth management
Strong interpersonal and communication skills
Ability to work independently under pressure
This role offers an exciting opportunity to be part of a core strategic initiative in UHNW services

Job Summary

  • This role offers an exciting opportunity to be part of a core strategic initiative in UHNW services.
  • You will be responsible for managing sales support and client service functions.
  • The position involves frequent interactions with clients and exposure to senior leadership.

Matching Summary

This role offers an exciting opportunity to be part of a core strategic initiative in UHNW services.

Skills & Requirements

Must-have

  • Detailed knowledge of Private Wealth Management
  • Strong interpersonal and communication skills
  • Ability to work independently under pressure

Nice-to-have

  • Entrepreneurial-minded individuals
  • Experience with Salesforce reports
  • Networking with senior professionals

Key Requirements

  • Bachelor's degree
  • SIE, Series 7, and 63 licensed
  • 3+ years of wealth management experience

Work Rights

Not specified

Tailored Resume

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