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Relationship Manager
Boutique Wealth Management Firm
Denver, CO
Overview
Multi-Billion dollar Independent Family Office serving ultra-high net worth clientele seeks a Relationship Manager to support Clients and Advisors by taking initiative in Client Services and Financial Planning.
The Firm provides sophisticated financial advisory and concierge wealth management services to exclusive ultra-high net worth clientele.
Highlights
- Serve as a primary lead for private wealth client services
- Provide excellent white-glove experience for ultra-high net worth clients
- Participate in the growth of a growing and unique boutique firm by servicing complex client needs, assisting in all realms of financial planning, and maintaining and building key relationships
- Strong culture of teamwork, work life balance and personal and professional development
- Competitive compensation package including benefits and bonuses
Requirements
- Bachelor’s Degree
- 4+ years professional experience in a related field
- Track record of professionalism, financial acumen, adaptability, attention to detail, and time management
Job Type: Full-time
Salary: $75,000.00 – $100,000.00 per year
Benefits:
- 401(k) matching
- Health insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Denver, CO 80246: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor’s (Required)
Work Location: One location