TWM Executive Search · 23 hours ago
HNW Relationship Manager
Detroit Metro
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expTWM Executive Search is a national wealth management firm expanding its office in the Detroit area, seeking a Senior Relationship Manager to join their team. The role involves managing a book of business for HNW/UHNW clients and implementing investment and wealth management services while collaborating with a team to enhance client relationships.
Staffing & Recruiting
Hiring Manager
Gary Teigman
Responsibilities
Take over existing book of business and 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 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
Qualification
Required
8+ years' strong relationship management background with deep technical exposure to investment management
Preferred
CFA or MBA a plus
Company
TWM Executive Search
Boutique Executive Search Firm specializing exclusively in the Wealth Management industry.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase