UHNW Relationship Manager

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Location
Houston, TX
Job Type
Direct Hire
Date
May 21, 2019
Job ID
2669842
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.
 
Dynamic, growth-oriented team culture ~ Excellent opportunity for career advancement ~ Great benefits ~ Reports directly to CEO
 
Focus is on client service and high touch relationship management ~ Not new business oriented
 
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

(may consider Austin, Dallas or Denver CO)