Relationship Manager

Relationship Manager

Relationship Manager
10 Billion+ Independent Wealth Management Firm
Published
August 29, 2022
Location
Boca, FL

Description

Overview 

Dynamic, fast growing 10B+ Independent RIA is seeking a Relationship Manager to assist the team in managing high net worth and ultra high net worth client relationships. 

Not a sales role. No portable book of business required. 

 Highlights 

  • Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.  
  • The Firm has been growing consistently at a rate of 30% year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support. 
  • Ability to offer a sophisticated investment portfolio inclusive of hedging strategies, real estate, and private investments to complement more a traditional investment approach. 
  • The firm has a track record of developing and retaining top talent, excellent opportunity for advancement.  

Requirements 

  •  2+ years of experience advising high net worth and ultra high net worth clientele on all aspects of wealth and investment management. 
  • Self-starter that thrives in a fast-paced environment.  

 

Apply
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