Multi Family Office Relationship Manager
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Job Location:
Phoenix, NM - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
We are currently recruiting for 2 different Multi-Family Offices seeking Relationship Managers with UHNW planning backgrounds to counsel clients (25mm - BB client range)
- Manage client engagements with the goal of developing complex wealth planning solutions and strategies
- Emphasis on high-touch client service and deep technical planning
- Extensive opportunity to take on new responsibilities and advance within the organization
- First point of contact with clients
- Requires 12 years of comprehensive wealth planning experience for UHNW clients
- Advanced degrees or professional designations are a plus
Relocation Assistance Available
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
ECG Resources, Inc. is a nationally recognized Executive Search Firm specializing exclusively in the Wealth Management arena
