Relationship Manager

Oxford Financial GRP

Job Description Job Description POSITION SUMMARY The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation. Relationship Managers support multiple MDs across the firm's market locations by enhancing the client experience through a range of servicing and administrative responsibilities, including new client onboarding,

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