Associate Relationship Advisor (Wealth Management)

Location: Houston, TX, United States; full-time, on-site role. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Company

Global financial services company providing wealth management, asset servicing, asset management, and banking services.

What you will do

• Coordinate account management, execute daily client activity, and follow up on service requests and documentation.
• Manage an assigned base of wealth management clients and develop an understanding of their needs and goals.
• Apply knowledge of advisory services, estate and financial planning, capital markets, banking, investments, and fiduciary practices.
• Work with internal partners and external advisors to identify client needs, solutions, and relationship enhancement opportunities.
• Support business development through client presentations, referral relationships, and identification of new opportunities.
• Continue developing advisory skills through training and practical experience.

Requirements

• 3+ years of experience in asset servicing, relationship management, or a related field.
• College or university degree and/or relevant proven experience with client relationships and wealth planning preferred.
• Knowledge of financial products, operations, accounting systems, investments, advisory relationships, and banking.
• Analytical, negotiation, problem-solving, sales, communication, and time management skills.
• Ability to explain complex information in a straightforward manner.
• U.S. work authorization required; employment-based visa sponsorship is not available.

Culture & Benefits

• Flexible and collaborative work culture.
• Stable organization with a long history of financial strength.
• Opportunities for internal mobility and access to senior leaders.
• Inclusive workplace committed to supporting employees and local communities.
• Reasonable accommodations are available throughout the employment process.