Job Description
Sr WM Client Relationship Consultant
The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants.
Key Responsibilities and DutiesManages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in o...
The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants.
Key Responsibilities and Duties
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