Wealth Management Relationship Manager

Key Responsibilities

• Develop and nurture relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
• Provide personalized financial solutions and recommendations based on thorough analysis of clients' financial situations.
• Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.
• Serve as a trusted advisor to clients, delivering exceptional service and ensuring their investment objectives are aligned with their long-term financial goals.
• Proactively identify opportunities to grow client relationships, increase assets under management, and generate new business through referrals and networking.
• Stay informed about industry trends, regulatory changes, and market developments, and communicate relevant information to clients.
• Maintain accurate records of client interactions, investment decisions, retirement planning goals, ensuring compliance with regulatory requirements and internal policies.

Required Skills and Experience

• A Bachelor of Arts or Science is required. Master’s degree is appreciated.
• A minimum of 5-10 years’ experience in the financial services industry or related field with knowledge of trust administration, portfolio management, financial planning, and estate settlement.
• Proven track record of building and managing client relationships.
• Commitment to serving as a fiduciary in the wealth management arena.
• Strong understanding of financial markets, investment products, and wealth management principles, with the ability to communicate complex financial concepts to clients in a clear and concise manner.
• Excellent interpersonal and communication skills, with the ability to establish rapport with clients, understand their needs, and provide tailored investment advice and solutions.
• Demonstrated ability to work effectively in a fast-paced, dynamic environment, with a focus on delivering exceptional client service and driving business results.
• Trust certifications, attendance at Trust Schools, law degrees and CFP® designation preferred.

Benefits

• Competitive compensation with performance incentive awards
• Health Insurance
• Dental Insurance
• A 401K and DC Plan for your retirement
• LTD & Life Insurance
• Day Care Reimbursement
• Tuition Assistance for graduate and undergraduate programs
• An award winning Wellness program
• and much more!