Relationship Manager opportunity to work closely with Senior Relationship Manager in servicing high-net-worth clients.
Work collaboratively with Senior Relationship Manager to manage shared portfolio of HNW clients, focusing on retention and deepening relationships
Deliver exceptional client service by leveraging expertise in investment and wealth advisory services to provide tailored solutions
Maintain extensive contact with clients and their advisors regarding investment, trust, and estate matters
Partner with Business Development Officers and internal teams to support relationship development
Requires 5+ years' relationship management experience with strong client service skills; CFP or CFA preferred
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