Elite Single Family Office Relationship Manager
4 weeks ago
Transform Your Career as a Relationship Manager/Wealth Advisor
ECG Resources, Inc. is seeking a seasoned Relationship Manager/Wealth Advisor to provide high-level guidance and support to ultra-high-net-worth clients in a collaborative environment.
~ An excellent opportunity for a financial advisor to move from a sales-driven environment to a client service-oriented organization.~
Key Responsibilities:
- Trusted Advisor: Serve as the primary point of contact for select family members, offering big-picture advice across areas such as tax, estate planning, trust management, insurance, and overall financial strategies.
- Financial Facilitator: Communicate complex financial concepts clearly and effectively, ensuring clients understand their options and strategies.
- Relationship Builder: Focus on building and maintaining strong, trust-based relationships with family members, emphasizing exceptional client service and personalized support.
- Team Collaborator: Work closely with financial professionals to ensure cohesive communication and strategy implementation, all while contributing to a positive team dynamic.
- Work-Life Harmony: Benefit from an excellent work/life balance while advancing your career in a firm that values personal and professional growth.
Requirements:
- 10+ years of experience in financial advisory or wealth management, with a broad-based, diverse background
- Strong people skills and a friendly, client-facing demeanor
- Understanding of key financial concepts and ability to effectively communicate them to clients
- Thrives in collaborative environments and fosters strong relationships with team members
ECG Resources, Inc. is committed to providing exceptional wealth management services to our valued clients. If you're ready to elevate your career in a rewarding environment where your interpersonal skills will make a difference, we want to hear from you.
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