Wealth Management Client Relationship Manager

Job description

Wealth Client Relationship Manager The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties: - Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. - Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. - Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. - Guides client on income execution, including assisting clients in completing forms and reviewing fo...