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Relationship Manager
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- The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families.
- On behalf of the client, the Relationship Manager coordinates the efforts between the Managing Director (MD) and all service areas throughout the firm, reviews client reports and analysis and assists in all planning and implementation for the client.
- Relationship Managers will support multiple Managing Directors located in any of Oxford’s market locations by enhancing the client experience through servicing and administrative functions including new client onboarding, account opening, account maintenance, processing cash flows, working with third-party vendors, and assisting with meeting preparation for client and prospect presentations.
- Determine PSR template and delivery
- Creates an Oxford quality experience in the transition from a prospect to a client
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