UHNW Relationship Manager | Private Wealth Client Services

Oxford Financial Group, Ltd. is seeking a Relationship Manager in Cincinnati to deliver exceptional client service to ultra-high-net-worth clients. The role involves coordinating with Managing Directors and service teams, preparing client reports, and supporting onboarding processes.
The ideal candidate will have 5-7 years of relevant experience and a bachelor’s degree. Strong analytical skills, proficiency in Microsoft Office, and excellent communication abilities are essential. This position offers a dynamic work environment with limited travel requirements.

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