H-Squared ยท 1 day ago
Private Client Relationship Manager - Advisory Group
Portland, Oregon Metropolitan Area
Full-time
Onsite
Mid LevelH-Squared is a leading privately owned wealth management firm in the U.S. seeking a Private Client Relationship Manager to join their Advisory Group. This role focuses on building and nurturing relationships with high-net-worth clients to help them achieve their financial goals without the pressure of hard sales.
Staffing & Recruiting
Hiring Manager
Harry Heppleston
Responsibilities
Build strong, lasting relationships with high-net-worth clients, ensuring their financial goals and needs are being met
Explain and educate clients on investment strategies, providing insights on market trends and current positioning
Regularly speak with clients, maintaining a proactive approach to review their positions and any potential life changes that may impact their goals
Collaborate with internal teams to ensure the best outcome for your clients
Qualification
Required
Passion for relationship management and the personal touch of the financial advisory space
Ability to develop and nurture relationships rather than being transactional
Experience in building strong, lasting relationships with high-net-worth clients
Ability to explain and educate clients on investment strategies
Proactive approach to reviewing client positions and potential life changes
Collaboration skills with internal teams to ensure the best outcome for clients
Passion for discussing capital markets, global events, and their impacts on portfolios
Natural people person with the ability to develop meaningful relationships
Skilled at explaining complex financial terms and events to a broad audience
Benefits
Competitive base salary
Performance bonus
One of the best benefit packages in the industry
Company
H-Squared
Born out of a need for a boutique firm that gets it. A partner who truly understands the demands of the investment space.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase