Hybrid Wealth Relationship Manager - HNW

Beacon Pointe; Amherst (MA); Hybrid; USD 65,000 - 85,000; Full time

Job summary

A leading investment advisory firm in Amherst, MA is seeking a Relationship Manager to provide high-touch service to high-net-worth clients. This hybrid role involves primary liaison responsibilities, effective communication, and maintaining client records. The successful candidate will possess a Bachelor's degree in Finance, Business or Economics, along with 1-2+ years of relevant experience. Excellent communication skills and proficiency in Salesforce and Microsoft Office are essential for this position.

Qualifications

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
• 1-2+ years relevant experience.
• Ability to excel in a fast-paced, team environment.

Responsibilities

• Serve as primary liaison for high-net-worth clients.
• Research and respond to client inquiries effectively.
• Maintain and update client files using Salesforce CRM.

Skills

Excellent written and verbal communication skills

Strong organizational skills

Analytical skills

Interpersonal skills

Proficiency with Microsoft Office

Experience with Salesforce

Familiarity with custodian platforms (Schwab, Fidelity)

Education

Bachelor's degree in Finance, Business or Economics

Tools

Salesforce

Tamarac

Envestnet Trading

Job description

A leading investment advisory firm in Amherst, MA is seeking a Relationship Manager to provide high-touch service to high-net-worth clients. This hybrid role involves primary liaison responsibilities, effective communication, and maintaining client records. The successful candidate will possess a Bachelor's degree in Finance, Business or Economics, along with 1-2+ years of relevant experience. Excellent communication skills and proficiency in Salesforce and Microsoft Office are essential for this position.