Wealth Management Relationship Manager
3 days left
- CFP® Certification
The Wealth Management Relationship Manager is responsible for administration and maintenance of personal trust, investment management and probate relationships, including proactive communication with clients and their professional advisors, regarding administrative, legal, planning and regulatory matters. There is a larger focus on investment management accounts with trust planning designed to transition wealth across generations. This position consults with and advises clients regarding planning opportunities as well as changes in laws and regulations affecting their accounts or other personal circumstances. This includes development of new private client relationships, primarily through sophisticated financial and estate planning for trust/asset management clients and prospects, either alone or in conjunction with the client’s legal and financial advisors. The position includes establishing and maintaining professional relationships with trust & estate attorneys, CPAs and financial advisors as referral sources for new business. The position also works closely with Private Client administrative support team and Middle Office as appropriate to provide efficient and effective onboarding of new relationships and high-quality service for existing clients.