Mercer Advisors
Financial Services
RelationshipManager,UHNW
“Relationship Manager, UHNW at Mercer Advisors. Skills: Client relationship management, Wealth management, Revenue generation. Deliver world-class customer service. Increase overall productivity of services”
What You'll Achieve.
Increase revenue within book of business
Industry & Context.
What They're Looking For.
Must Have
5+ years financial modeling, 5+ years portfolio management, 5+ years client relationship management
Nice to Have
CFA or CPA preferred, Series 7 license preferred, Bloomberg proficiency preferred
What You'll Do.
Deliver world-class customer service
Increase overall productivity of services
Identify additional growth opportunities
How You'll Work.
Team & Collaboration
Client's Wealth Management Team; Regis Wealth Advisors; Wealth Solution Specialists
Communication Scope
Client communication
Applying for this Relationship Manager, UHNW role?
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