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Key Responsibilities:
- Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
- Facilitate the onboarding of new clients and ensure smooth transitions.
- Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.
Qualifications:
- 4–8 years of experience in client relationship management.
- Commitment to acting in the best interests of clients at all times.
- Proven ability to develop and maintain client relationships.
What’s in It for You:
- A higher purpose and the opportunity to make a meaningful impact.
- Collaboration with a team of experts and stunning colleagues.
- Competitive salaries, comprehensive benefits, and work-life balance.
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This international Wealth Management client is seeking a Gen-Z profile Client Relationship Manager / BDM based in the USA. This opportunity is best suited to Western born and educated professionals, ideally USA nationals, with a background and exposure to high-net-worth clients.