UHNW Relationship Manager - Houston, Texas United States - 23594



JOB DESCRIPTION

Job #: 23594
Title: UHNW Relationship Manager
Job Location: Houston, Texas - 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?


UHNW Relationship Manager - Established RIA - Houston, TX - may consider Austin, Dallas or Denver CO

Dynamic, growth-oriented team culture ~ Excellent opportunity for career advancement ~ Great benefits ~ Reports directly to CEO

JOB DESCRIPTION

Due to growth and marketplace demand, established financial services firm seeks Relationship Manager to maintain and tighten key relationships with UHNW clients(5-200mm+). Act as main interface between firm and clients regarding their overall financial profile and family dynamics. Focus is on client service and high touch relationship management. Not new business oriented.

QUALIFICATIONS

Requires:  

~ Excellent interpersonal skills and ability to interface directly with UHNW clients

~ 4-10 years’ trust, estate, or general financial services background; relevant technical training provided

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