WMG Relationship Manager
Portland, OR, USA | Leading Financial Services Company
Job Description:60 people have viewed this job
Acts as the main point of contact for affluent and high end net worth clients for Wealth Management.
Demonstrates solid business development skills by acquiring profitable client relationships with high income/net worth clients of Wealth Management.
Responsible for identifying client needs and ensuring needs are met by utilizing investments, insurance, Daily Banking, Credit or Other relevant products, in connection with clients tax, legal and estate planning professionals.
Expands client portfolio through referrals to Fiduciary Officers, Portfolio Managers, BWIS Representatives, Real Estate, Tax and Estate Officers.
Responsible for following up to ensure all banking services provided to clients exceed their expectations.
Expands and builds relationship with client by proactively monitoring client’s portfolio.
Provides clients a high level of consultative financial advice by using the full range of banking products and services designed for the affluent / high-end private customer needs.
Ensures all documentation is up to date, complete and in compliance with all policies, regulations, laws and procedures.
Other Job Duties
Performs other duties as assigned.
Requires advanced knowledge of job area typically obtained through advanced education combined with experience.
May have practical knowledge of project management.
Requires 5 years minimum prior relevant experience.
Bachelor's Degree Finance, Accounting, Bus Admin or related field