2 дня назад
Senior Relationship Manager (Northeast)
230 000 - 280 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Relationship Manager (Northeast) (Wealth Management): Building and growing high-net-worth and ultra-high-net-worth client relationships across the US Northeast with an accent on client acquisition, holistic wealth management, and net new money generation. Focus on advising sophisticated clients, coordinating investment, lending, and estate-planning specialists, and maintaining regulatory and fiduciary standards.
Location: New York, 66 Hudson Boulevard, Suite 3401; extensive travel across the US Northeast is required.
Salary: $230,000–$280,000 per year
Company
is a family-owned and publicly listed financial services company headquartered in Zurich, with more than 2,000 professionals across 28 global locations.
What you will do
- Own and deliver a business case focused on net new money and client acquisition across the Northeast.
- Attract, win, onboard, manage, and grow relationships with HNW and UHNW clients.
- Provide holistic wealth management advice across investments, fiduciary services, credit, and banking.
- Coordinate investment, lending, estate-planning, and other specialist teams to deliver integrated client solutions.
- Build relationships with external influencers and internal referral partners to expand the business pipeline.
- Maintain compliance with regulatory and fiduciary requirements across client relationships and business activities.
Requirements
- Extensive experience in private banking, wealth management, or a comparable client-facing financial services environment.
- Proven ability to attract, win, and retain HNW and UHNW clients and generate net new money.
- Established client relationships or a strong qualified prospect network across the Northeast US.
- Excellent advisory, communication, relationship-building, problem-solving, and collaboration skills.
- Fluent English is required.
- Willingness to travel extensively across the Northeast is required.
Nice to have
- An established and transferable book of HNW and UHNW clients.
- Italian, Spanish, French, or German language skills.
Culture & Benefits
- Long-term focus on clients, society, sustainability, and professional development.
- Diverse working environment that values unique perspectives.
- Entrepreneurial and dynamic environment within an established global financial services company.
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