High Net Worth Client Manager

3 weeks ago


Morristown, Tennessee, United States Peapack-Gladstone Bank Full time

About Peapack-Gladstone Bank

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We are a well-established, high-performing boutique bank with over 100 years of history. Our commitment to excellence and customer satisfaction has earned us recognition as one of the 'Best Banks to Work For' by American Banker. Our family office services division offers personalized wealth management solutions to ultra-high net worth individuals and their families.


Job Title: High Net Worth Client Manager

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As a key member of our team, you will work closely with HNW and UHNW clients to develop and manage comprehensive financial plans. Your expertise in wealth advisory services, investment management, and tax planning will be essential in providing top-notch service to our discerning client base.


Responsibilities

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  • Develop and manage relationships with HNW and UHNW clients.
  • Prepare and review financial schedules and presentations for client meetings.
  • Collaborate with the firm's investment team to ensure client portfolios align with planning objectives.
  • Implement and oversee clients' investment management processes.
  • Provide in-depth analysis on various financial planning topics, including risk, investment, tax, and estate planning.
  • Stay up-to-date on industry developments and regulatory changes.
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Requirements

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To be considered for this exciting opportunity, you must possess:


Education and Experience

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  • Bachelor's degree in business, finance, or accounting.
  • Minimum 10 years of experience in wealth management, tax, and financial services.
  • Strong knowledge of securities and wealth management operations.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
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Salary: $120,000 - $180,000 per year

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We offer a competitive salary range based on experience, as well as a comprehensive benefits package, including medical, dental, and vision coverage, a generous PTO program, and 401(k) match. If you are a motivated and dedicated professional looking to make a meaningful impact, we encourage you to apply.


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