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Job Details

Wealth Management Relationship Manager, Senior Advisor

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JOB DESCRIPTION
Job #: 15883
Status: Inactive / Filled
Title: Wealth Management Relationship Manager, Senior Advisor
Job Location: DC-Washington
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Personal Trust; Wealth Management - Private Banking
Industries: None
Base Compensation:
Low: $150,000       High: $165,000
Total Compensation:
Low: $250,000       High: $450,000
Bonus, Incentives, etc.: Uncapped Incentive
Benefits: Standard
Overnight Travel: None Listed
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
This position is with a very well respected stable organization. Our client has received recognition for company performance, customer service, and investment performance. The position is open due to in-market expansion. Our client offers above average administrative support. Bankers and other internal partners receive incentive compensation for referrals to wealth management. You will receive a base salary and uncapped incentive.
 
Job Description:
You will work with high net worth customers who have at least $2 million in liquid assets though the majority of your customers will have over $10 million in liquid assets. You do NOT have to move customers with you but you will know the market in the Washington D.C. area. You will work with your external network and internal partners to grow a book of business.
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: You currently work with clients with over $10 million in liquid assets. You have deep fiduciary, estate settlement, and investment knowledge. You have experience with private banking to the extent that you can identify qualified credit customers.
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 9-10+
 
Years of Experience in Present Position: 3-4+
 
First Name:
Last Name:
E-mail Address:

 

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