Private Client Relationship Manager - Advisory Group

About This Role

This role focuses on building strong, lasting relationships with high-net-worth clients within an advisory group, ensuring their financial goals are met. The Private Client Relationship Manager will educate clients on investment strategies and market trends, while maintaining proactive communication regarding their portfolios and life changes.

Responsibilities

• Build strong, lasting relationships with high-net-worth clients, ensuring their financial goals and needs are being met
• Explain and educate clients on investment strategies, providing insights on market trends and current positioning
• Regularly speak with clients, maintaining a proactive approach to review their positions and any potential life changes that may impact their goals
• Collaborate with internal teams to ensure the best outcome for clients

Requirements

• Passion for relationship management and personal touch
• Ability to discuss capital markets, global events, and their impacts on portfolios
• Skilled at explaining complex financial terms and events to a broad audience

Benefits