Account Manager managing key clients in flavor production across international markets. Developing client strategies and sales budgets while collaborating with the sales team.
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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