Senior Relationship Manager
TWM Executive Search
Senior Relationship Manager opportunity at a Top-Tier Wealth Management Firm in Houston to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on business development. 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 Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters Requires 8+ years' strong relationship management background with deep technical exposure to either investment management and/or financial planning; CFP, CFA, or MBA preferred #J-18808-Ljbffr TWM Executive Search
Vacancy posted 1 day ago
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