Relationship Manager

About the role

Fiduciary Trust International is hiring a Relationship Manager to join our New York relationship management team. The Role: Co-manage a large book of business while maintaining and growing your own book. Serve as UHNW clients’ main point of contact and have primary responsibility to clients.

Responsibilities

• Coordinate all aspects of the client relationship, including: speaking regularly with UHNW clients and providing guidance to in-house Trust Officers, Investment Team, Tax team, and Trust Counsel.
• Maintain and grow your book of business.
• Develop and maintain private client relationships, demonstrating your knowledge of estate, tax, and financial planning concepts as it applies to the particular client.
• Understand client/family goals and objectives, delivering appropriate solutions.
• Engage in new business prospect meetings.

Qualifications

• 4 - 6 years' experience in Relationship Management role; must have ample client-facing experience within the financial services industry.
• CFP preferred; CTFA optional.
• Trust knowledge, tax background helpful.

Additional Desirable Qualifications

• Can manage large and complex accounts independently.
• Strong understanding and basic knowledge of competitors.
• Trust Administration background and knowledge preferred; ability to review and interpret trust language.
• Strong communication and interpersonal skills.
• Detail-oriented with the ability to multi-task and meet deadlines.
• Able to work in a team-oriented environment.
• Able to maintain confidentiality and handle client account information.
• Strong analytical skills with the ability to think strategically.
• Self-starter with the ability to be persistent in solving problems.
• To practice good judgment while making basic business decisions.
• To represent the Company at professional and business functions in a competent manner.
• To travel to various customer and vendor locations.

Pay

The base salary for this position to range between $150,000 - $190,000, depending on level of relevant experience, plus bonus.