Role OverviewWe are looking for a Senior Relationship Manager to strengthen our team covering US clients on the Northeast. The role involves owning and delivering a business case, attracting and winning new clients, and managing a portfolio of clients to provide holistic wealth management solutions.
What You Will Do
The Senior Relationship Manager will own a business case, attract and win new clients, manage a portfolio of clients, and provide holistic wealth management solutions across investments, fiduciary services, credit, and banking.
Why It Might Be a Fit
The ideal candidate will have extensive experience in private banking, wealth management, or a comparable client-facing financial services environment, with a proven track record of attracting, winning, and retaining HNW/UHNW clients.
Requirements
- Extensive experience in private banking, wealth management or a comparable client-facing financial services environment
- A demonstrated ability to generate net new money
- A strong network across the Northeast US
- Exceptional advisory and relationship-building skills
- An entrepreneurial, commercially driven and resilient mindset
- Excellent communication and interpersonal skills
- Demonstrated ability to collaborate across investment, lending, estate planning and other specialist teams
- A hands-on, results-oriented approach
- High willingness to travel extensively across the Northeast
Benefits
- Salary range: $230,000 - $280,000
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