HNWI Relationship Manager & Investment Educator

Zohorecruit; Dallas (TX); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) match

PTO

Parental leave

Job summary

Zohorecruit is recruiting for a Relationship Manager to join our client in Dallas, TX. You will be the voice and education hub for high-net-worth clients in Europe, explaining investment philosophy and portfolio decisions.

You will work with internal teams to deliver outstanding service, pursue career development, and benefit from generous perks like comprehensive health coverage and a 401(k) match.

Qualifications

• Finance experience and understanding of the investment industry.
• Focus on developing longstanding client relationships.
• Willingness to participate in ongoing training and education.

Responsibilities

• Educate clients on investment philosophy and portfolio decisions.
• Build trusted relationships with high-net-worth clients across Europe.
• Provide education and service, supported by internal teams.

Skills

Finance experience

Investment industry knowledge

Relationship building

Job description

Zohorecruit is recruiting for a Relationship Manager to join our client in Dallas, TX. You will be the voice and education hub for high-net-worth clients in Europe, explaining investment philosophy and portfolio decisions.

You will work with internal teams to deliver outstanding service, pursue career development, and benefit from generous perks like comprehensive health coverage and a 401(k) match.