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Wealth Management Portfolio Manager

HNW Wealth Advisor & Relationship Lead

Job in Detroit, Wayne County, Michigan, 48228, USA
Listing for: TWM Executive Search
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading executive search firm in Detroit is looking for a Relationship Manager to work closely with a Senior Relationship Manager in servicing high-net-worth clients. The successful candidate will manage a shared portfolio, focusing on client retention and delivering exceptional service. A minimum of 5 years' experience in relationship management is required, along with strong client service skills and a preference for CFP or CFA certifications.

This is a great opportunity to leverage your expertise in investment and wealth advisory.
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