Relationship Manager
TWM Executive Search
Relationship Manager opportunity with established national wealth management firm expanding its Tampa office.
Make your application after reading the following skill and qualification requirements for this position.
- 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 firm's services
- The firm xhyhwjd 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 or financial planning
- CFA, CFP, or MBA a plus
Vacancy posted 11 days ago
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