More jobs:
HNW Relationship Manager
Job in
Detroit, Wayne County, Michigan, 48228, USA
Listed on 2026-02-11
Listing for:
TWM Executive Search
Full Time
position Listed on 2026-02-11
Job specializations:
-
Sales
Client Relationship Manager -
Business
Client Relationship Manager
Job Description & How to Apply Below
Relationship Manager opportunity to work closely with Senior Relationship Manager in servicing high-net-worth clients.
- Work collaboratively with Senior Relationship Manager to manage shared portfolio of HNW clients, focusing on retention and deepening relationships
- Deliver exceptional client service by leveraging expertise in investment and wealth advisory services to provide tailored solutions
- Maintain extensive contact with clients and their advisors regarding investment, trust, and estate matters
- Partner with Business Development Officers and internal teams to support relationship development
- Requires 5+ years' relationship management experience with strong client service skills; CFP or CFA preferred
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