UHNW Relationship Manager – Wealth Advisory & Growth

MissionHires; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

8% bonus

Relocation assistance

Job summary

MissionHires is seeking experienced Relationship Managers in Charlotte, NC to cater to ultra-high-net-worth clients. This role involves deepening client trust and guiding complex financial decisions to grow and retain a premium book of business.

You will serve as the primary contact for esteemed clients, resolve complex issues, and collaborate with internal partners while receiving comprehensive training. The position includes benefits such as an 8% bonus and relocation assistance.

Qualifications

• 3+ years managing a book of business in financial services.
• Active or eligible FINRA registration including SIE and Series 7.
• 2+ years experience with high-net-worth clients preferred.

Responsibilities

• Serve as the primary relationship owner for UHNW clients.
• Lead sophisticated wealth conversations and grow assigned book.
• Deliver proactive service ensuring seamless client experience.

Skills

Client relationship management

Consultative approach

Problem-solving skills

Understanding of investments

Education

Bachelor's degree or equivalent

Job description

MissionHires is seeking experienced Relationship Managers in Charlotte, NC to cater to ultra-high-net-worth clients. This role involves deepening client trust and guiding complex financial decisions to grow and retain a premium book of business.

You will serve as the primary contact for esteemed clients, resolve complex issues, and collaborate with internal partners while receiving comprehensive training. The position includes benefits such as an 8% bonus and relocation assistance.