Senior Relationship Manager

National wealth management firm is expanding its Milwaukee office and is seeking a Senior Relationship Manager to join their team.

Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services

Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies

Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sources

Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services

The firm has a team of Business Development Officers to help facilitate new business opportunities

Requires 8+ years' strong relationship management background with deep technical exposure to investment management

#J-18808-Ljbffr