Wealth Management Client Relationship Manager

The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.

Requirements

• 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.

Benefits

• Comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones
• Superior retirement program
• Highly competitive health, wellness and work life offerings