Senior Wealth Management Relationship Manager

Watrust; Seattle (WA); Vor Ort; USD 138.567 - 241.107; Vollzeit

Benefits dieser Stelle

Health benefits

Financial benefits

Retirement benefits

Work/Life balance benefits

Zusammenfassung

A financial services firm in Seattle seeks a Wealth Management Relationship Manager to serve as a client-focused partner in delivering investment and fiduciary services. Responsibilities include managing client relationships, business development, and ensuring regulatory compliance. The ideal candidate should hold a Bachelor’s Degree and possess proven analytical and communication skills. Compensation ranges between $138,567 - $241,107 based on role level, experience, and performance, with additional incentives available.

Qualifikationen

• Work experience in fiduciary relationship management is required.
• Ability to manage and develop client relationships effectively.
• Understanding of compliance and risk management duties.

Aufgaben

• Coordinates and oversees complete client relationship.
• Participates in client relationship planning for key relationships.
• Proactively investigates opportunities for business development.
• Approves client transactions within assigned authority.

Kenntnisse

Proven analytical skills

Excellent written and verbal communication

Excellent interpersonal skills

Ability to set and achieve challenging goals

Ausbildung

Bachelor’s Degree in Finance, Accounting, Business or related field

Jobbeschreibung

A financial services firm in Seattle seeks a Wealth Management Relationship Manager to serve as a client-focused partner in delivering investment and fiduciary services. Responsibilities include managing client relationships, business development, and ensuring regulatory compliance. The ideal candidate should hold a Bachelor’s Degree and possess proven analytical and communication skills. Compensation ranges between $138,567 - $241,107 based on role level, experience, and performance, with additional incentives available.