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Private Client Relationship Manager - Advisory Group

H-Squared

Tampa, FL

Job Description

Do you have a passion for relationship management and the personal touch of the financial advisory space, but don't want to be targeted on hard sales and cold calls?

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If your passion lies in developing and nurturing relationships, rather than being transactional, this could be a breath of fresh air.

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We are currently partnered with one of the leading privately owned wealth management firms in the U.S. who are seeking a Private Client Relationship Manager to join their Advisory Group.

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Their Advisory Group solely focuses on building deep relationships with their clients to deliver a high level of service, and achieve their financial goals.

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What You'll Be Doing:

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  • Build strong, lasting relationships with high-net-worth clients, ensuring their financial goals and needs are being met.
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  • Explain and educate clients on investment strategies, providing insights on market trends and current positioning.
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  • Regularly speak with clients, maintaining a proactive approach to review their positions and any potential life changes that may impact their goals.
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  • Collaborate with internal teams to ensure the best outcome for your clients.
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Is It For You:

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  • You have a passion for discussing capital markets, global events, and their impacts on portfolios.
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  • You are a natural people person, priding yourself on your ability to develop meaningful relationships to deliver a high level of service in everything you do.
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  • You're skilled at explaining complex financial terms and events to a broad audience.
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Why This Firm:

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  • No sales and prospecting, your focus is 100% on building trusted relationships with high-net-worth individuals.
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  • Strong internal support, with ongoing training and working closely with senior leadership to deliver real value to your clients.
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  • Excellent career development, with a clear path for advancement and opportunities to move across teams and offices.
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  • Well compensated, with a competitive base salary, performance bonus, and one of the best benefit packages in the industry.
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If you're looking to transition into a purely relationship management focused opportunity, let's talk.

Apply
Vacancy posted 2 days ago
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