Private Client Relationship Growth Specialist

Trunity Partners Ltd.

United States

On-site

USD 70,000 - 110,000

Full time

14 days+
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Trunity Partners Ltd. in the United States seeks a proactive Private Client Relationship Specialist to expand our client base, nurture relationships, and serve as a trusted advisor to high-net-worth investors.

The ideal candidate will identify and engage affluent clients, maintain ongoing communication, and organize client-facing forums and events that reinforce our value proposition. This role focuses on proactive outreach, personalized service, and collaboration with the investment team to

Job description

Trunity Partners Ltd. in the United States seeks a proactive Private Client Relationship Specialist to expand our client base, nurture relationships, and serve as a trusted advisor to high-net-worth investors.

The ideal candidate will identify and engage affluent clients, maintain ongoing communication, and organize client-facing forums and events that reinforce our value proposition. This role focuses on proactive outreach, personalized service, and collaboration with the investment team to

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Lead Private Client Financial Advisor — Growth & Relationships
Lead Private Client Financial Advisor — Growth & Relationships

Truist Financial Corporation • Hendersonville (TN), Northern (KY)

Hybrid
USD 65,000 - 95,000
Medical Insurance
Dental & Vision
401k Plan
+2
Senior Private Client Advisor
Senior Private Client Advisor

Fairygodboss • Del Mar (CA)

On-site
USD 127,000 - 173,000
Senior Private Client Advisor & Growth Architect
Senior Private Client Advisor & Growth Architect

J.P. Morgan • New York (NY)

On-site
USD 120,000 - 150,000
Comprehensive health care coverage
Retirement savings plan
Tuition reimbursement
+2
Private Client Wealth Advisor — Relationship-Driven Growth
Private Client Wealth Advisor — Relationship-Driven Growth

Aumni • United States

On-site
USD 60,000 - 90,000
Comprehensive health care coverage
Retirement savings plan
Tuition reimbursement
Private Client Relationship Manager — No Sales, EliteCare
Private Client Relationship Manager — No Sales, EliteCare

H-Squared • Dallas (TX)

On-site
USD 85,000 - 140,000
Elite Private Client Relationship Advisor
Elite Private Client Relationship Advisor

JPMorganChase • Portland (OR)

On-site
USD 140,000 - 210,000
Private Client Wealth Advisor
Private Client Wealth Advisor

Citizens • Fairhaven (MA)

On-site
USD 83,000 - 104,000
Private Client Wealth Relationship Advisor
Private Client Wealth Relationship Advisor

Northern Trust Corp • Winnetka (IL)

On-site
USD 115,000 - 195,000
401k plan
Pension
Health insurance
Private Client Manager
Private Client Manager

FinTrust Connect • Orlando (FL)

On-site
USD 120,000 - 180,000
Elite Private Client Relationship Manager
Elite Private Client Relationship Manager

Next Frontier Capital • Del Mar (CA)

On-site
USD 130,000 - 170,000
Bi-annual incentive plan