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HNW Relationship Manager: Educate & Portfolios
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-02-19
Listing for:
CNI Consulting Inc.
Full Time
position Listed on 2026-02-19
Job specializations:
-
Sales
Financial Sales
Job Description & How to Apply Below
A unique investment firm located in Dallas, Texas is hiring a Relationship Manager to enrich the client experience by educating high-net-worth clients on investments and market dynamics. The position emphasizes building long-term relationships rather than merely selling products. The firm offers an exceptional work environment and comprehensive benefits, fostering professional growth through a robust training program. This role is ideal for candidates eager to make a difference in the investment industry by prioritizing client needs.
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