UHNW Wealth Relationship Manager
Merceradvisors
Mercer Advisors is seeking a Relationship Manager for their Wealth Management Team in Walnut Creek, California. The ideal candidate will deliver exceptional client service to ultra-high-net-worth clients, coordinating a comprehensive range of services and ensuring client satisfaction. The role also includes operational management and client retention strategies. Responsibilities include managing client relationships, optimizing productivity, and implementing advanced planning techniques. A Bachelor's degree and at least 5 years in a related industry are required, along with strong communication and analytical skills. #J-18808-Ljbffr Merceradvisors
Vacancy posted 3 days ago
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