Relationship Manager, Entity & Trust — Global Clients

FALL CREEK FARM & NURSERY; United States; On-site; USD 80,000 - 120,000; Full time

Job summary

FALL CREEK FARM & NURSERY seeks a Junior Relationship Manager to maintain and enhance relationships with feeders and end clients, including private banks and family offices, ensuring exceptional service while managing complex portfolios. The role emphasizes regulatory compliance and cross-border considerations within a US-based Entity & Trust practice.

Ideal candidates hold a business or finance degree, proven relationship experience in financial services, and strong communication skills.

Qualifications

• Bachelor’s degree in business administration, finance, or related field.
• Proven experience in relationship management in financial services.
• Strong understanding of legal and regulatory compliance.
• Excellent communication and interpersonal skills.
• Ability to manage complex client portfolios and handle challenging situations.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Maintain relationships with feeders and end clients (e.g., private banks, family offices).
• Ensure exceptional service and support to clients.
• Manage portfolios of complex and challenging clients.
• Respond to client inquiries promptly and effectively.
• Coordinate between clients and service office for seamless communication.
• Maintain legal and regulatory compliance for the client portfolio.

Skills

Relationship management

Communication skills

Interpersonal skills

Time management

Microsoft Office

Education

Bachelor’s degree

Job description

FALL CREEK FARM & NURSERY seeks a Junior Relationship Manager to maintain and enhance relationships with feeders and end clients, including private banks and family offices, ensuring exceptional service while managing complex portfolios. The role emphasizes regulatory compliance and cross-border considerations within a US-based Entity & Trust practice.

Ideal candidates hold a business or finance degree, proven relationship experience in financial services, and strong communication skills.