Private Wealth Relationship Manager

Socket.dev; Cincinnati (OH); On-site; USD 95,000 - 140,000; Full time

Job summary

Fort Washington Investment Advisors seeks a Relationship Manager to serve as the primary contact for private wealth clients, handling account administration, money movement, and tailored advice. You will work with a team to deliver wealth management and planning solutions, responding promptly to client needs with strong EQ and business judgment.

You will expand relationships by anticipating client needs, coordinating with operations, compliance, and custodial partners, and aiding in reporting

Qualifications

• Bachelor's degree in business, finance, accounting, or marketing or equivalent experience.
• Minimum of three years in wealth management or investment field as a relationship manager.
• Strong EQ, ability to communicate wealth planning concepts, and manage client expectations.
• Experience coordinating multiple projects with attention to detail and organizational skills.
• Knowledge of investments, securities processing, and tax implications of portfolio decisions.

Responsibilities

• Serve as main day-to-day contact for client administration and service needs.
• Collaborate with teammates to deliver wealth management and planning solutions.
• Proactively respond to client service issues and deepen client relationships.
• Coordinate with operations, compliance, custodians, and vendors to manage accounts.
• Assist in client money movement, reporting, and portfolio inquiries.
• Expand knowledge via internal meetings and continuing education; liaise with outside advisors when needed.
• Perform other duties and ensure compliance with firm policies.

Skills

Emotional intelligence

Client communication

Relationship building

Project management

Attention to detail

Analytical skills

Education

Bachelor's degree in business or related field

Tools

CRM software

Excel

PowerPoint

Investment platforms

Job description

Fort Washington Investment Advisors seeks a Relationship Manager to serve as the primary contact for private wealth clients, handling account administration, money movement, and tailored advice. You will work with a team to deliver wealth management and planning solutions, responding promptly to client needs with strong EQ and business judgment.

You will expand relationships by anticipating client needs, coordinating with operations, compliance, and custodial partners, and aiding in reporting