Relationship Manager- Wealth Management

#Tech-Pro-Admin-01



Job Summary

Our client is seeking an experienced professional to join their firm in a pivotal role that significantly contributes to the company's strategic growth and expansion plans. This position offers flexibility in work location, with the option to work remotely or from the on-site office in Charlotte, NC, as needed. Collaboration with the Chief Executive Officer will determine the work setting on any given day.

Responsibilities

• Generate leads using a relationship-based approach to identify, attract, and acquire prospective clients.


• Develop meaningful relationships with referral sources and prospective clients.


• Market the firm's competitive position, value proposition, and commitment to ethics and values.


• Establish and maintain business relationships to generate new business for the firm.


• Promote the firm's brand to business partners and pro...