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Wealth Management Senior Relationship Manager - Manhattan
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Full-time
- Through frequent communication and collaboration, you are a key player on the Wealth Management team as you manage a book of clients and deliver a white-glove service and relationship experience through responsiveness, proactivity, and outstanding service execution.
- Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
- Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings
- Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way.
- These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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