About this opportunity
TWM Executive Search lists this Relationship Manager opportunity in tampa, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Relationship Manager opportunity with established national wealth management firm expanding its Tampa office.
If the following job requirements and experience match your skills, please ensure you apply promptly.
Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services
Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. suites at local sports teams) to assist candidate with developing a network of referral sources
Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
The firm xzgxqkn has a team of Business Development Officers to help facilitate new business opportunities
Requires 8+ years' strong relationship management background with deep technical exposure to investment management or financial planning
CFA, CFP, or MBA a plus
Worksite address
tampa, FL, 33606, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.