Relationship Manager IV

1 week ago


Chicago, Illinois, United States Brown Brothers Harriman Full time
About the Role

Brown Brothers Harriman is seeking a seasoned Relationship Manager IV to join our Private Banking Wealth Management team in Chicago. As a key member of our team, you will be responsible for serving high-net-worth clients, including business development, client service, and portfolio management.

Key Responsibilities
  • Relationship Management and Business Development: Focus on business development, managing complex accounts, and working with clients to identify strategic investment objectives and needs.
  • Investment Execution: Demonstrate deep knowledge of investment offerings, ensure alignment of investments with individual client needs, and provide oversight when others are involved in modeling investments for clients.
  • Risk Management and Administration: Exercise sound, professional investment judgment on behalf of clients, adhere to compliance requirements, and elevate high-level risk issues.
  • Business and Professional Leadership: Demonstrate external draw, coach and train junior employees, and contribute to developing less experienced Relationship Managers.
Qualifications
  • BA/BS required
  • 10+ years relevant portfolio management experience involving equities, bonds, or both
  • Must speak Spanish, Professional Proficiency or Native
  • Excellent client services skills, superior oral/written communication, analytical, and thought leadership skills
  • Knowledge of asset allocation, trust, and fiduciary principles
  • Strong team player, strong work ethic
  • CFA, CFP, and/or MBA a plus
About Us

Brown Brothers Harriman is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state, or local law.



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