Relationship Manager

ECG Resources

Relationship Manager

Phoenix, AZ
Full Time
Paid
  • Responsibilities

    We are currently recruiting for 2 different Multi-Family Offices seeking Relationship Managers with UHNW planning backgrounds to counsel clients (25mm - BB+ client range)

    • Manage client engagements with the goal of developing complex wealth planning solutions and strategies
    • Emphasis on high-touch client service and deep technical planning
    • Extensive opportunity to take on new responsibilities and advance within the organization
    • First point of contact with clients
    • Requires 12+ years' of comprehensive wealth planning experience for UHNW clients
    • Advanced degrees or professional designations are a plus

    ~Relocation Assistance Available~