Global UHNW Relationship Manager: Education & Service

CNI Consulting Inc.; Texas; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health coverage

Vision coverage

Dental coverage

401(k) match

Paid time off

Holidays

Parental leave

Job summary

CNI Consulting Inc. in Dallas, TX is seeking a seasoned Financial Advisor to serve a roster of high-net-worth clients across Europe, educating them on investment philosophy and portfolio decisions to keep long-term goals on track.

You will join a client-focused firm with mentoring, internal support, and ample opportunity for career development, with comprehensive benefits and a culture that prizes service and education.

Qualifications

• Finance experience in investment industry.
• Desire to develop longstanding client relationships rather than selling products.

Responsibilities

• Educate high-net-worth clients on investment philosophy and portfolio decisions to stay on track with long-term goals.
• Build trust and provide unparalleled client service to a select client roster.
• Collaborate with internal portfolio/education teams to support client relationships and ongoing learning.

Job description

CNI Consulting Inc. in Dallas, TX is seeking a seasoned Financial Advisor to serve a roster of high-net-worth clients across Europe, educating them on investment philosophy and portfolio decisions to keep long-term goals on track.

You will join a client-focused firm with mentoring, internal support, and ample opportunity for career development, with comprehensive benefits and a culture that prizes service and education.