|Title:||Senior Relationship Manager - Newport Beach, CA|
|Job Location:||Newport Beach, California - United States|
|Salary:||contact recruiter for details|
|Other Compensation:||Above Average Benefits|
|Employer Will Recruit From:||Regional|
Work in a collaborative team environment.
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
Requires 8+ years' strong relationship management background with deep technical exposure to either investment, planning, or trust.
Advanced degree preferred (CFA, MBA).
University - Master's Degree