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Wealth Client Partner
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-02
Listing for:
Teachers Insurance and Annuity Association of America
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading financial services organization seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors. This role involves managing high-net worth clients, assisting in financial planning, and ensuring excellent communication. Suitable candidates will have a preferred university degree and at least 2 years of experience in a related field. Strong skills in business development and client relationship management are essential.
This position is based in Charlotte, North Carolina, and comes with competitive compensation.
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