Relationship Manager
Full-time
TWM Executive Search
Relationship Manager opportunity with established national wealth management firm expanding its Tampa office.
- Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services
- Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
- Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. suites at local sports teams) to assist candidate with developing a network of referral sources
- Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
- The firm has a team of Business Development Officers to help facilitate new business opportunities
- Requires 8+ years' strong relationship management background with deep technical exposure to investment management or financial planning
- CFA, CFP, or MBA a plus
Vacancy posted 16 hours ago
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