Description
The Relationship Manager, Private Wealth will build and manage relationships with high-net-worth clients, acquire new clients, grow assets under management, and provide tailored investment solutions while meeting KPIs and regulatory requirements. The role involves prospecting, presenting brokerage and private banking products, conducting market and client research, supporting account openings and compliance checks, participating in client events, and collaborating with risk, operations, finance, and compliance teams. Candidates need a bachelor’s degree in a relevant field, relevant SEC licenses such as IC or IP, and at least five years of wealth management or relationship management experience with high-net-worth clients and investment products.
