Neuberger Berman
A leading investment firm in New York is seeking a Relationship Manager to lead client engagements and manage complex high-net-worth relationships. The ideal candidate will have over 5 years of experience in Trust and Estate Planning and a strong track record in wealth strategy services. Responsibilities include advising clients, fostering relationships, and organizing client events to enhance engagement. This position offers a compensation structure based on production and includes a comprehensive benefits package.
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