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24 Days AgoSaved
Hybrid
2 Locations
63K-88K Annually
Junior
63K-88K Annually
Junior
Fintech • Financial Services
The Wealth Management Client Relationship Manager partners with advisors to support high-net worth clients, manage client accounts, and deliver financial solutions.
25 Days AgoSaved
Hybrid
Charlotte, NC, USA
63K-88K Annually
Junior
63K-88K Annually
Junior
Fintech • Financial Services
Wealth Management Client Relationship Managers partner with advisors to enhance client relationships, manage client portfolios, and help high-net worth clients achieve financial goals through effective communication and relationship building.
Top Skills: Financial Planning SolutionsWealth Management Products
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