Junior Relationship Manager - Wealth Management Firm

Prominent Wealth Management Firm seeks Jr. Relationship Manager in New York City to support Sr. Relationship Manager in servicing HNW/UHNW clients with a focus on high-touch relationship management

• Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
• Interact closely with business development professionals to develop and deepen client relationships
• Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters
• Hybrid work environment
• Requires 5+ years' strong relationship management background; CFA designation required, or must be studying for Level III
• Compensation: $100,000 - $150,000+. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus