Senior Relationship Manager - Newport Beach, CA - Newport Beach, California United States - 39050



JOB DESCRIPTION

Job #: 39050
Title: Senior Relationship Manager - Newport Beach, CA
Job Location: Newport Beach, California - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Work in a collaborative team environment.

JOB DESCRIPTION

Top Tier Wealth Management Firm seeks Senior Relationship Manager in Newport Beach, CA to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on high touch relationship management.

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

* Interface with research group to effectively communicate investment strategy to clients and interact closely with business development professionals to develop and deepen client relationships

* Maintain extensive contact with clients’ and their advisors regarding tax, trust, estate, and investment matters

 

QUALIFICATIONS

Requires 8+ years' strong relationship management background with deep technical exposure to either investment, planning, or trust.

Advanced degree preferred (CFA, MBA).

Education:
University - Master's Degree

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