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CWM, Personal Financial Management, Relationship Manager, Analyst
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- Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
- As an important member of Personal Financial Management the Relationship Manager is directly responsible for the management and monitoring of client relationships under the direction of the Managing Director (MD), Wealth Manager (WM) or Wealth Advisor (WA).
- Track 100% of client interactions including requests, inbound/outbound calls and emails via the Activity section of our official books & records (SalesForce).
- Demonstrate the ability to escalate potential client issues to Managing Director or Wealth Adviser as appropriate.
- Actively document all notes and action items during client meetings and ensure all commitments made by the Managing Director or Wealth Adviser are being completed in a timely manner.
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