Apply on Employer Site

Brown Brothers Harriman · 4 days ago

Relationship Manager III - Capital Partners

Philadelphia, PA

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service and partnership approach to client management. They are currently seeking a Relationship Manager to join their Capital Partners team, focusing on ultra-high-net-worth clients, client service, and portfolio management while also driving business development.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

Effectively service clients and is the primary point person on designated accounts; handles moderately complex accounts independently. Partner with more seasoned RMs on the most complex accounts

Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH and referring their friends and family to the firm

Split time between managing existing client relationships and sourcing new business

Serve as first call for portfolio related questions (e.g., Investments / Asset Allocation / Performance)

Demonstrate knowledge of the fundamentals of each element of investments and ensure that the needs of our clients are being addressed

Implement investment strategy to meet individual client goals and objectives. Utilize BBH guidelines and policy to assist with development of client specific plans (e.g., asset allocation)

Possess high level of investment knowledge (knowledge of all asset classes and their characteristics, risks, tax consequences) and judgment and demonstrate this knowledge with clients

Prepare for account review, account opening/closing/maintenance, and creation of client meeting materials

Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrates 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions

Act as primary day to day contact point with clients, elevate high level risk issues to Team Leader and/or CAO

Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e., overdraft reports, approved trades, delinquent documentation, IPSs)

Oversee all account maintenance activities, including, documentation, meeting materials and performance evaluations

Active participation in personal and professional networks (e.g., organizations professional contacts); beginning to research/monitor industry related resources (e.g., newspapers) to identifying potential leads (in conjunction with more seasoned RMs/TLs)

Manage self to develop professionally and personally by utilizing the internal resources at BBH

Coach, train and mentor RAs and Sr. RAs and provide input on their career development

Qualification

Portfolio ManagementClient ServiceInvestment KnowledgeAsset AllocationCFA/CFP/MBACommunication SkillsTeam PlayerWork Ethic

Required

BA/BS required and/or equivalent job experience

8 plus years relevant portfolio management experience involving equities, bonds, or both

Excellent client service skills

Superior oral/written communication, analytical and thought leadership skills

Knowledge of asset allocation, trust and fiduciary principles

Strong team player

Strong work ethic

Preferred

CFA, CFP, and/or MBA a plus

Company

Brown Brothers Harriman

Glassdoor3.7

Brown Brothers Harriman is an American partnership bank that offers a range of international investment and banking services.

Founded in 1995

New York, New York, USA

5001-10000 employees

http://www.bbh.com

H1B Sponsorship

Brown Brothers Harriman has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (22)

2024 (16)

2023 (18)

2022 (23)

2021 (15)

2020 (10)