Senior Relationship Manager
TWM Executive Search
Senior Relationship Manager opportunity with established national wealth management firm expanding its Milwaukee office.
Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.
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 firms services xmvmafu
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
CFA, CFP or MBA preferred
Vacancy posted 4 days ago
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