Supply Account Manager optimizing app monetization in Brazilian market for adjoe's global advertising ecosystem. Collaborating with partners to drive engagement and retention through strategic insights and data analysis.
About the role
- Relationship Manager in Advice & Wealth Management managing ultra-high-net-worth clients and delivering personalized financial services. Building trust and providing tailored solutions for long-term client goals.
Responsibilities
- Manage a book of business with ultra-high-net-worth clients
- Deliver personalized and high-touch experience
- Build trust and deepen client loyalty
- Engage in meaningful conversations on financial topics
- Support strategic planning and contribute to growth initiatives
- Foster relationships through genuine curiosity and understanding
- Address inquiries and resolve issues efficiently
- Demonstrate credibility through product and service knowledge
Requirements
- Regulatory license and/or registration (e.g. FINRA, state, SFC)
- SIE, Series 7, and 63/65 or 66 (or equivalent)
- Strong foundation in managing a book of business within financial services (3+ years)
- Experience with high-net-worth or ultra-high-net-worth clients (2+ years preferred)
- Consultative mentality and passion for guiding clients
- Confidence in discussing ETFs, mutual funds, estate planning, charitable giving
- Bachelor's degree or equivalent experience
Benefits
- Comprehensive training
- Onboarding support
- Hybrid working model
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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