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Relationship Manager

Employer
HM Payson
Location
Portland, Maine
Salary
Competitive based on years of experience
Closing date
Jul 10, 2024

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Job Role
Manager
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Job Details

Relationship Manager 

Are you passionate about helping your clients and their families live better lives?  Do you enjoy working in a professional, collaborative, and supportive team environment?  Are you willing to be challenged to make tomorrow better than yesterday? Do people love working with you? 

Our relationship managers are passionate about building and managing personalized relationships with high-net-worth clients and they work collaboratively with HM Payson client service professionals to provide integrated wealth management services consistent with the individual financial goals of clients. 

Requirements for this role include: a bachelor’s degree and a minimum of five years’ financial services relationship management experience working with high-net-worth clients, comprehensive industry and investment knowledge, highly effective communication and presentation skills, and experience developing relationships and interacting with internal and external team members.  CFA and/or CFP certification is helpful. 

About HM Payson 

Since 1854, HM Payson has earned and sustained the trust of individuals, families, institutions, and municipalities by pursuing each client’s best interest with independence, integrity, and discipline. Learn more about HM Payson by visiting hmpayson.com. 

Let’s Get Started 

For immediate consideration, please email your resume to ljc@hmpayson.com 

EOE 

 

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