UHNW Wealth Relationship Manager

Merceradvisors; Walnut Creek (CA); On-site; USD 89,250 - 105,000; Full time

Benefits offered by this job

Company Paid Basic Life & AD&D Insurance

Short and Long-Term Disability Insurance

401(k) Retirement Plan with company match

Paid Parental Leave

Generous paid time off program

Job summary

Mercer Advisors is seeking a Relationship Manager for their Wealth Management Team in Walnut Creek, California. The ideal candidate will deliver exceptional client service to ultra-high-net-worth clients, coordinating a comprehensive range of services and ensuring client satisfaction. The role also includes operational management and client retention strategies.

Responsibilities include managing client relationships, optimizing productivity, and implementing advanced planning techniques. A Bachelor's degree and at least 5 years in a related industry are required, along with strong communication and analytical skills.

Qualifications

• Minimum 5 years of industry-related experience; client-facing experience required.
• Ability to interact professionally with individuals with a net worth of 25M+.
• Series 65 certification optional; Notary designation is a plus.

Responsibilities

• Deliver world-class client service experience to UHNW clients.
• Coordinate and prioritize client deliverables to optimize productivity.
• Directly impact growth by driving high client satisfaction.

Skills

Client Relationship Management

Exceptional oral and written communication skills

Strong analytical skills

Multitasking

Financial planning software proficiency

CRM experience

Education

Bachelor's degree in Business, Economics, Accounting or Finance

Tools

Microsoft Office Products

Job description

Mercer Advisors is seeking a Relationship Manager for their Wealth Management Team in Walnut Creek, California. The ideal candidate will deliver exceptional client service to ultra-high-net-worth clients, coordinating a comprehensive range of services and ensuring client satisfaction. The role also includes operational management and client retention strategies.

Responsibilities include managing client relationships, optimizing productivity, and implementing advanced planning techniques. A Bachelor's degree and at least 5 years in a related industry are required, along with strong communication and analytical skills.