Job Title: Financial Relationship Manager /

Financial Relationship Manager

· City: Houston, Dallas, Portland, Tampa, San Francisco, Seattle, Boston, Mclean


· Zip Code: N/A

· Salary Range: $85,000-120,000

Job Overview:

We are seeking highly skilled and experienced financial professionals to join teams with various companies located in the cities listed above (see locations) as a High-Net-Worth Client Relationship Managers. In this role, you will be responsible for managing relationships with our high-net-worth clients, providing personalized financial advice, and ensuring exceptional client satisfaction. If you have a passion for building strong client connections, a deep understanding of investment strategies, and a track record of success in relationship management, this opportunity is perfect for you.

Responsibilities and Essential Functions:

· Develop and nurture relationships with high-net-worth clients, serving as their primary point of contact for all financial matters.

· Understand clients’ financial goals, risk tolerance, and investment preferences to provide tailored advice and strategies.

· Conduct comprehensive financial assessments for clients, including reviewing their portfolios, analyzing investment performance, and identifying opportunities for optimization.

· Collaborate with internal teams, such as portfolio managers, analysts, and financial planners, to deliver holistic solutions that align with clients’ objectives.

· Proactively monitor and communicate market trends, economic developments, and regulatory changes to clients, providing valuable insights and recommendations.

· Continuously stay updated on industry best practices, investment products, and wealth management strategies to enhance client service and maintain a competitive edge.

· Act as an advocate for clients within the organization, ensuring prompt and efficient resolution of any issues or concerns they may have.

· Maintain accurate and up-to-date client records, including investment preferences, risk profiles, and communication history.


· Bachelor’s degree in Finance, Economics, Business, or a related field.

· A minimum of 3 years of experience in financial services, with a strong focus on relationship management and high net worth clients.

· Proven track record of successfully managing client relationships and achieving client satisfaction targets.

· Deep knowledge of investment products, financial markets, and wealth management strategies.

· Strong analytical skills with the ability to assess complex financial information and provide sound investment advice.

· Excellent communication and interpersonal skills, with the ability to build trust, rapport, and long-term client relationships.

· Professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent, are highly desirable and may be required for certain positions

· Series 65 or equivalent required

Note: This job description provides a general outline of the responsibilities and qualifications for the High Net Worth Client Relationship Manager position. Specific duties and requirements may vary depending on the employer and the specific needs of the clients being served.

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