A financial services firm located in Plano, Texas, is seeking a relationship manager to handle a portfolio of high net worth clients with assets exceeding $500k. The role includes managing client relationships, educating clients on investment strategies, and addressing market events to help clients achieve their financial goals. The position offers a competitive salary of $85,000-$95,000, plus bonuses and comprehensive health benefits.
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Senior HNW Relationship Manager — Discretionary Portfolios
Staffing In Motion, Plano, TX, United States
Salary min: $85,000.00
Salary max: $95,000.00