Senior Relationship Manager, Capital Partners UHNW

Brown Brothers Harriman & Co.; Pennsylvania; On-site; USD 140,000 - 190,000; Full time

Job summary

Brown Brothers Harriman (BBH) seeks a Relationship Manager to join the Capital Partners team in Philadelphia. You will serve as the primary contact for ultra-high-net-worth clients, handling complex relationships, client service and portfolio management while coordinating with senior RMs and wealth planners.

In this role you will balance relationship management with business development, aim to expand client assets, and work closely with team leaders to deliver tailored investment solutions and

Qualifications

• BA/BS required and/or equivalent job experience with 8+ years in portfolio management involving equities, bonds, or both.
• Excellent client service skills.
• Superior oral and written communication.
• Analytical and thought leadership abilities.
• Knowledge of asset allocation, trust and fiduciary principles.
• Strong team player with a solid work ethic.
• CFA, CFP and/or MBA a plus.

Responsibilities

• Relationship Management and Business Development: service designations accounts; procure new business and collaborate with senior RMs.
• Investment Execution: answer questions, explain asset allocation and implement investment strategy.
• Risk Management and Administration: ensure compliance and maintain documentation and meeting materials.
• Business and Professional Leadership: network, mentor junior staff, and contribute to professional development.

Skills

Client service skills

Oral/written communication

Analytical thinking

Team player

Leadership

Education

BA/BS or equivalent

CFA

CFP

MBA

Job description

Brown Brothers Harriman (BBH) seeks a Relationship Manager to join the Capital Partners team in Philadelphia. You will serve as the primary contact for ultra-high-net-worth clients, handling complex relationships, client service and portfolio management while coordinating with senior RMs and wealth planners.

In this role you will balance relationship management with business development, aim to expand client assets, and work closely with team leaders to deliver tailored investment solutions and