Relationship Manager - Privately Held Firm

Privately held firm seeks Relationship Manager to serve as primary point of contact for HNW clients in providing full suite of investment and wealth management services with a focus on high-touch relationship management.

• Maintain extensive contact with clients and their advisors regarding investment, trust, estate, and tax matters; You will be handed warm leads by a designated Business Development Officer
• Collaborate with internal teams to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
• Contribute to the firm's business development efforts by networking with referral sources and actively maintaining a presence in the community
• Requires 8+ years' strong relationship management background with exposure to either trust or investment management
• Advanced designation preferred