Nuveen
Wealth Management Client Relationship Lead
Nuveen, Charlotte, North Carolina, United States, 28245
A leading wealth management firm in Charlotte, NC is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors in serving high-net worth clients. Responsibilities include managing client relationships, implementing financial plan recommendations and ensuring client's financial goals are met. Ideal candidates will have financial services experience, relevant licenses, and a strong skill set in relationship management and business development.
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