UHNW Relationship Manager
2 weeks ago
ECG Resources is seeking a seasoned UHNW Relationship Manager to join our team. As a trusted advisor, you will counsel high net worth clients on sophisticated trust, estate, and wealth planning strategies, as well as provide family office services.
Key Responsibilities:- Work closely with a select group of UHNW families to understand their complex financial needs and provide tailored solutions.
- Develop and maintain strong relationships with clients, ensuring exceptional service and a deep understanding of their goals and objectives.
- Collaborate with internal teams to deliver comprehensive wealth planning services, including tax, estate, and investment planning.
- Stay up-to-date on industry trends and regulatory changes, ensuring clients receive the best possible advice.
- Contribute to the development of business strategies and initiatives to drive growth and client satisfaction.
Requirements:
- JD or CPA degree and 15+ years of experience in tax, estate, or wealth planning.
- Proven track record of success in high net worth client management and wealth planning.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
- Strong analytical and problem-solving skills, with the ability to navigate complex financial situations.
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
What We Offer:
- Competitive compensation package, including base salary, bonus, and equity component.
- Excellent benefits package, including health insurance, retirement plan, and paid time off.
- Opportunities for professional growth and development, including training and mentorship programs.
- Collaborative and dynamic work environment, with a team-oriented approach.
Relocation Assistance Available:
-
UHNW Relationship Manager
2 weeks ago
Houston, Texas, United States ECG Resources, Inc. Full timeA leading Multi-Family Office is seeking a seasoned Client Relationship Manager to provide expert guidance and support to Ultra High Net Worth (UHNW) clients on complex trust, estate, and wealth planning strategies. The selected candidate will work closely with a select group of UHNW families, offering comprehensive advice on wealth planning, family office...
-
Houston, Texas, United States ECG Resources, Inc. Full timeUHNW Relationship Manager OpportunityA privately held Multi-Family Office is seeking a Client Relationship Manager to provide guidance and support to Ultra High Net Worth (UHNW) clients on intricate trust, estate, and wealth planning strategies, as well as family office services.Key Responsibilities:Work closely with a select group of UHNW families, offering...
-
UHNW Wealth Strategist
1 month ago
Houston, Texas, United States ECG Resources Full timeJob SummaryECG Resources is seeking a seasoned Relationship Manager to join our team and provide exceptional service to our UHNW clients. As a key member of our family office, you will be responsible for delivering sophisticated trust, estate, and wealth planning strategies, as well as various other family office services.Key ResponsibilitiesCollaborate with...
-
UHNW Private Banker
2 weeks ago
Houston, Texas, United States Citigroup Inc Full timeJob Title: UHNW Private Banker - SAFE ActAs a UHNW Private Banker at Citigroup Inc., you will play a critical role in developing and deepening client relationships to understand their financial situations and create tailored wealth management strategies.Key Responsibilities:Grow client net revenue annually in core product areas: investment management,...
-
UHNW Private Banker
2 weeks ago
Houston, Texas, United States Citigroup Inc Full timeJob SummaryCiti is seeking a highly skilled UHNW Private Banker to join our team. As a Private Banker, you will be responsible for developing and deepening client relationships, understanding client situations, and utilizing that knowledge to create tailored wealth management strategies. You will work closely with clients to build and draw upon a network of...
-
Senior Wealth Planning Advisor
2 weeks ago
Houston, Texas, United States NPAworldwide Full timeSenior Relationship ManagerWe are seeking a seasoned Senior Relationship Manager to join our team at NPAworldwide. As a key member of our Multi-Family Office, you will provide counsel to Ultra High Net Worth (UHNW) clients on sophisticated trust, estate, and wealth planning strategies, as well as various family office services.Key Responsibilities:Work...
-
Senior Wealth Planning Advisor
2 weeks ago
Houston, Texas, United States NPAworldwide Full timeSenior Relationship ManagerWe are seeking a seasoned Senior Relationship Manager to join our team at NPAworldwide. As a key member of our Multi-Family Office, you will provide counsel to Ultra High Net Worth (UHNW) clients on sophisticated trust, estate, and wealth planning strategies, as well as various family office services.Key Responsibilities:Work...
-
International Wealth Management Advisor
7 days ago
Houston, Texas, United States Truist Financial Full timeJob Summary:The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment, including PEPs, PICS, and select professional firms. This role manages a portfolio of approximately 25-50 clients, developing and maintaining important revenue-generating client relationships within the defined Reserve/GenSpring...
-
Relationship Manager
2 weeks ago
Houston, Texas, United States Unavailable Full timeAbout the RoleWe are seeking a seasoned Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesProspect for and close new business relationships with...
-
Relationship Manager
2 weeks ago
Houston, Texas, United States Unavailable Full timeAbout UsEast West Bank has been a pathway to success since 1973, serving as a premier financial bridge between the East and West. With over 120 locations across the U.S. and Asia, our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific.Job SummaryWe are seeking a Relationship Manager to...
-
Relationship Manager
2 weeks ago
Houston, Texas, United States S&P Global Full timeAbout the Role:The Relationship Manager role is a critical position that requires a deep understanding of the energy industry and its complexities. As a Relationship Manager, you will be responsible for building and maintaining long-term relationships with key clients, providing them with strategic insights and solutions to maximize their investments with...
-
Private Wealth Manager
2 weeks ago
Houston, Texas, United States The Anderson Search Group Full timePrivate Banker Opportunity in Houston, TexasThe Anderson Search Group is seeking a skilled Private Banker to join our client's team in Houston, Texas. This prestigious bank has been recognized as one of "America's Best Banks" by Forbes and boasts over 100 years of experience in wealth management, trust, and estate services.This role offers a competitive base...
-
Relationship Manager
2 weeks ago
Houston, Texas, United States S&P Global Full timeAbout the Role:Grade Level (for internal use): 10About the Role: As a Relationship Manager at S&P Global Commodity Insights, you will play a critical role in enhancing relationships with Clients and helping them maximize the value of their investments with our company.This position requires a broad understanding of the energy industry, including knowledge of...
-
Customer Relationship Manager
1 month ago
Houston, Texas, United States Greenway Automotive Full timeCustomer Relationship ManagerGreenway Mazda is seeking a highly skilled Customer Relationship Manager to join our team at our new car automotive dealership in Houston, Texas.The ideal candidate will have a proven track record of building strong relationships with customers and driving sales growth. As a Customer Relationship Manager, you will be responsible...
-
Relationship Manager
2 weeks ago
Houston, Texas, United States Chartway Federal Credit Union Full timeJob Title: Relationship SpecialistJob Type: Full-timeLocation: Houston, TexasAt Chartway Federal Credit Union, we value our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be their authentic...
-
Senior Relationship Manager
2 weeks ago
Houston, Texas, United States Bank of America Full timeJob Title: Senior Relationship ManagerWe are seeking a highly skilled Senior Relationship Manager to join our Commercial Real Estate Team at Bank of America. As a key member of our team, you will be responsible for managing a portfolio of clients and leading a client service team to deliver banking services.Key Responsibilities:Manage a portfolio of clients...
-
Customer Relationship Manager
4 weeks ago
Houston, Texas, United States Greenway Automotive Full time{"title": "Customer Relationship Manager", "subtitle": "Drive Sales and Customer Loyalty", "content": "At Greenway Mazda, we are seeking a highly skilled Customer Relationship Manager to join our team. As a key member of our sales team, you will be responsible for managing all customer relationships to ensure their satisfaction and retention.Key...
-
Relationship Development Manager
2 months ago
Houston, Texas, United States United Way of Central New York Full timeJob SummaryThe Relationship Manager is a key member of the United Way of Central New York team, responsible for developing and executing fundraising, relationship-building, and donor-engagement strategies for the Women's Initiative and Stay United affinity groups.Key ResponsibilitiesFundraising: Set and achieve annual fundraising goals for the Women's...
-
Senior Relationship Manager
1 month ago
Houston, Texas, United States Citigroup Inc Full timeJob DescriptionAs a Senior Relationship Manager at Citigroup Inc, you will play a critical role in building and maintaining strong relationships with clients in the mid-corporate upstream oil and gas sector. Your primary responsibility will be to provide exceptional client service, identify cross-selling opportunities, and develop strategic partnerships to...
-
Relationship Manager
1 month ago
Houston, Texas, United States Chartway Federal Credit Union Full timeRelationship SpecialistAt Chartway Federal Credit Union, we're committed to building strong relationships with our members and the community. As a Relationship Specialist, you'll play a key role in unlocking the potential of individuals and families, helping them thrive and achieve their financial goals.Key Responsibilities:Create an exceptional member...