Hybrid Wealth Relationship Manager - HNW
Beacon Pointe
A leading investment advisory firm in Amherst, MA is seeking a Relationship Manager to provide high-touch service to high-net-worth clients. This hybrid role involves primary liaison responsibilities, effective communication, and maintaining client records. The successful candidate will possess a Bachelor's degree in Finance, Business or Economics, along with 1-2+ years of relevant experience. Excellent communication skills and proficiency in Salesforce and Microsoft Office are essential for this position. #J-18808-Ljbffr
Vacancy posted 3 days ago
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