Job Description
Relationship Manager – Advice & Wealth Management
Hybrid | Financial Services
Our Client is expanding its Advice & Wealth Management organization and is seeking relationship-driven professionals to manage and elevate relationships with ultra-high-net-worth clients . This is an opportunity to step into a highly visible role where trust, expertise, and long-term impact matter just as much as performance.
In this role, you’ll manage a sophisticated book of self-directed clients with $5M–$25M in assets , serving as their primary point of contact and trusted partner. You’ll combine deep relationship management with thoughtful guidance, education, and tailored solutions—helping clients navigate complex financial decisions with confidence.
Why This Role Stands Out
- Manage a premium UHNW cl...