UHNW Wealth Relationship Manager - Private Client Services

Mercer Advisors; New York (NY); On-site; USD 89,250 - 105,000; Full time

Benefits offered by this job

Company-Paid Basic Life & AD&D Insurance

Company-Paid Short-Term and Long-Term Disability Insurance

Health Savings Account with company contributions

14 Company Paid Holidays

Generous paid time off program

Job summary

Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies.

The ideal candidate will possess a Bachelor's degree and have a minimum of 5 years of relevant experience. Benefits include competitive compensation, comprehensive insurance options, and generous paid time off.

Qualifications

• Minimum 5 years of industry-related experience.
• Client-facing experience required; ability to interact with individuals net worth 25M+.
• Series 65 optional, Notary designation a plus.

Responsibilities

• Deliver world-class client service experience.
• Manage operational issues and escalation processes.
• Develop strategies for client retention and growth.

Skills

Self-motivated

Oral and written communication skills

Strong analytical and organizational skills

Multi-tasking

Proficiency with financial planning software

Client Relationship Management (CRM) experience

Flexible and reliable

Education

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

Tools

Microsoft Office

Job description

Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies.

The ideal candidate will possess a Bachelor's degree and have a minimum of 5 years of relevant experience. Benefits include competitive compensation, comprehensive insurance options, and generous paid time off.