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Senior Relationship Manager, Private Wealth
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-09-05
Listing for:
Syon Capital
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Syon Capital, a San Francisco-based SEC-registered investment adviser, is seeking a full-time Relationship Manager, Client Service. This role deepens and expands client relationships, serving as the primary contact to coordinate and fulfill client requests and identify investment opportunities within portfolios.
The ideal candidate has 10–15 years in an RIA/family office at senior levels, FINRA Series 65, and strong verbal and written communication.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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