Job #: 39050
Title: Senior Relationship Manager - Newport Beach, CA
Job Location: Newport Beach, California - United States
Remote Job: Unknown
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO
WHY IS THIS A GREAT OPPORTUNITY?
Work in a collaborative team environment. JOB DESCRIPTION
Top Tier Wealth Management Firm seeks Senior Relationship Manager in Newport Beach, CA to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on high touch relationship management. QUALIFICATIONS
* Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
* Interface with research group to effectively communicate investment strategy to clients and interact closely with business development professionals to develop and deepen client relationships
* Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters
Requires 8+ years` strong relationship management background with deep technical exposure to either investment, planning, or trust.
Advanced degree preferred (CFA, MBA).
University - Master`s Degree
How to Apply: