UHNW Wealth Relationship Manager (Hybrid/Remote)

Vanguard; Malvern (Chester County); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Relocation assistance available

Hybrid working model

Job summary

Vanguard is seeking Relationship Managers to join our Advice & Wealth Management division in Malvern, Chester County. You will manage a book of ultra-high-net-worth clients, ensuring exceptional experiences through education and tailored solutions.

Ideal candidates will have 3+ years of financial services experience, especially with high-net-worth clients. This position follows a hybrid working model, allowing for flexibility and collaboration.

Qualifications

• 3+ years of experience managing a book of business in financial services.
• 2+ years of experience with high-net-worth or ultra-high-net-worth clients.
• Strong foundation in financial topics like ETFs, mutual funds, and estate planning.

Responsibilities

• Act as the primary point of contact for ultra-high-net-worth clients.
• Support strategic planning for client retention and growth initiatives.
• Deliver exceptional client service and resolve issues efficiently.

Skills

Relationship building

Client service

Financial knowledge

Consultative skills

Education

Bachelor’s degree or equivalent experience

Job description

Vanguard is seeking Relationship Managers to join our Advice & Wealth Management division in Malvern, Chester County. You will manage a book of ultra-high-net-worth clients, ensuring exceptional experiences through education and tailored solutions.

Ideal candidates will have 3+ years of financial services experience, especially with high-net-worth clients. This position follows a hybrid working model, allowing for flexibility and collaboration.