Senior Private Wealth Relationship Manager

Lonestar State College

Ann Arbor (MI)

In loco

USD 70.000 - 100.000

Tempo pieno

2 giorni fa

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Descrizione del lavoro

Fidelity is seeking a Wealth Management professional in the United States to build meaningful client relationships with high-net-worth clients. You will partner with Advisors to deliver a highly personalized experience through proactive outreach, inbound support, and ongoing relationship management.

Responsibilities include addressing brokerage and investment inquiries, asset allocation, retirement planning, and tax-advantaged solutions.

Competenze

Five or more years of customer service experience in the Financial Services industry.
Series 7 and/or Series 66 licenses required or able to acquire Series 66 upon hire.
Bachelor’s Degree preferred.
Excellent interpersonal communication skills for phone and in-person consultations.
Ability to handle complex client service requests with subject matter expertise.
Ability to work in a dynamic, fast-paced environment where tasks are time-sensitive.
Ability to discuss investments and participate in client meetings for reviews and events.
Maintain client portfolios in compliance with guidelines.

Mansioni

Address brokerage and investment inquiries from clients.
Support execution of client strategies with structured contact plans and annual reviews.
Prepare guidance discussions and follow-up before/after meetings.
Identify opportunities for asset consolidation and wealth-management solutions.
Deliver a seamless, high-touch client experience for high-net-worth clients.