Wealth Relationship Manager

Jobtailor

Town of Florida (NY)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Job summary

Jobtailor is seeking an experienced financial professional to identify and deepen relationships with affluent clients in a high-touch role. You will provide holistic banking, credit and investment solutions with product specialist support and lead in-branch client experiences.

The role focuses on strategic client engagement, referrals, and compliance, with a strong emphasis on KYC/AML and regulatory standards to protect clients and the firm.

Qualifications

5–8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Strong organization and attention to detail
Knowledge of Microsoft Office, including Excel, Outlook and Word
Experience using Money Guide Pro, NaviPlan Select or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Self-starter, problem solver and goal-oriented team player able to work without direction
Current US FINRA registrations: SIE, Series 6, 63 and 65, or Series 7 and 66, or equivalent
Life insurance license required; must meet the requirement within 150 days of starting
Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring mortgage clients
Bachelor's/University degree or equivalent experience

Responsibilities

Identify, build and deepen relationships with affluent and High Net Worth clients to gain incremental wallet share
Anticipate complex client financial needs and offer solutions across products, services and tools
Provide holistic banking, credit and investment solutions with support from product specialists
Deliver regular value-added client engagement, including face-to-face meetings, consistent communication and seminars
Develop referral opportunities to grow the portfolio
Source, acquire and expand high-value customer relationships
Refer opportunities to lending, financial advisor, small business and relationship management partners
Organize client events to enhance client bonding
Acquire new clients by converting referral leads
Manage client follow-up and comply with regulatory and compliance procedures
Ensure KYC/AML and other compliance requirements are followed
Partner with branch team roles to ensure positive in-branch client experiences
Assess risk and safeguard the firm’s reputation, clients and assets while escalating and reporting control issues transparently

Skills

Client relationship management

Analytical skills

Communication skills

Attention to detail

Organization

Problem solving

Education

Bachelor's degree

FINRA registrations (SIE, Series 6/63/65 or 7/66)

Life Insurance License

Tools

Money Guide Pro

NaviPlan Select

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Identify, build and deepen relationships with affluent and High Net Worth clients to gain incremental wallet share
Anticipate complex client financial needs and offer solutions across products, services and tools
Provide holistic banking, credit and investment solutions with support from product specialists
Deliver regular value-added client engagement, including face-to-face meetings, consistent communication and seminars
Develop referral opportunities to grow the portfolio
Source, acquire and expand high-value customer relationships
Refer opportunities to lending, financial advisor, small business and relationship management partners
Organize client events to enhance client bonding
Acquire new clients by converting referral leads
Manage client follow-up and comply with regulatory and compliance procedures
Ensure KYC/AML and other compliance requirements are followed
Partner with branch team roles to ensure positive in-branch client experiences
Assess risk and safeguard the firm’s reputation, clients and assets while escalating and reporting control issues transparently

Requirements

5–8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Strong organization and attention to detail
Knowledge of Microsoft Office, including Excel, Outlook and Word
Experience using Money Guide Pro, NaviPlan Select or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Self-starter, problem solver and goal-oriented team player able to work without direction
Current US FINRA registrations: SIE, Series 6, 63 and 65, or Series 7 and 66, or equivalent
Must meet all US FINRA registration requirements within 150 days of starting
Life insurance license required; must meet the requirement within 150 days of starting
Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring mortgage clients
Bachelor's/University degree or equivalent experience

Core Competencies

Demonstrates expertise in building and managing relationships with High Net Worth clients while providing comprehensive financial solutions. Proficient in compliance procedures, financial planning strategies, and effective communication to enhance client engagement and satisfaction.

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