Senior Relationship Manager

TWM Executive Search; Houston (TX); On-site; USD 100,000 - 150,000; Full time

Job summary

TWM Executive Search is looking for a Senior Relationship Manager in Houston to act as the primary contact for high-net-worth clients. This role involves managing client portfolios and implementing sophisticated investment strategies.

The ideal candidate should have over 8 years of experience in relationship management and a strong background in investment management or financial planning, while being able to build and utilize a personal referral network.

Qualifications

• 8+ years' experience in relationship management with a focus on HNW/UHNW clients.
• Strong technical knowledge in investment management and/or financial planning.

Responsibilities

• Manage client portfolios and implement investment and asset allocation strategies.
• Build and utilize a personal referral network for onboarding prospects.
• Partner with Trust and Wealth Strategists to develop client relationships.
• Maintain contact with clients regarding tax, trust, estate, and investment matters.

Skills

Relationship management

Investment management

Financial planning

Education

CFP, CFA, or MBA preferred

Job description

Senior Relationship Manager opportunity at a Top-Tier Wealth Management Firm in Houston to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on business development.

• Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
• Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sources
• Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
• The firm has a team of Business Development Officers to help facilitate new business opportunities
• Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters
• Requires 8+ years' strong relationship management background with deep technical exposure to either investment management and/or financial planning; CFP, CFA, or MBA preferred