Relationship Manager | Wealth Management Job at Robert Half (San Carlos)

New

Client Relationship Manager - Wealth Management

We are looking for a licensed Client Relationship Manager to support educators a...

Location

United States , Rye

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance, business, economics, or a related discipline, or comparable relevant experience
Active financial services licenses such as Series 6 or 7, Series 63 or 66, and/or Life and Health Insurance licensure
At least 4 years of experience in financial services, banking, wealth management, or a closely related field
Demonstrated success managing and expanding client relationships through consultative service and trusted guidance
Hands-on experience with account opening, client onboarding, documentation handling, and service request processing
Strong understanding of retirement products, financial planning fundamentals, investment concepts, and industry regulations

Job Responsibility

Oversee an assigned group of clients, holding regular conversations about retirement objectives, contribution strategies, and changing financial priorities
Respond to service requests with accuracy and urgency, ensuring account-related needs are completed and tracked through resolution
Maintain ongoing outreach to clients regarding plan changes, contribution opportunities, and major life events that may affect financial planning decisions
Meet with prospective clients to assess retirement planning goals, explain available services, and build confidence in the advisory relationship
Lead new client setup by coordinating forms, account establishment, and required documentation for 403(b) participation
Partner with internal colleagues, advisors, and plan administrators to create a seamless experience from initial engagement through active account management
Evaluate client circumstances and present appropriate retirement and insurance-related solutions that align with individual goals and risk considerations
Educate clients on 403(b) plan provisions, contribution limits, employer-sponsored benefits, and other relevant planning concepts
Support retention and organic business growth by identifying additional services that match evolving client needs while maintaining a high standard of compliance
Keep licenses current and maintain precise records of account activity, transactions, and client communications in approved systems while adhering to applicable regulations

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan

Wealth Manager - Wealth Management

Location

United Kingdom , London; Ipswich; Greater Manchester; Birmingham

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Maintaining and deepening relationships within a High Net Worth client base, ensuring clients receive consistent support and remarkable service
Holding RDR Level 4 qualification, complemented by a financial planning qualification, and demonstrating outstanding relationship‑management skills
experience working directly with individuals and families to support their multi-layered financial needs is highly advantageous
Gaining a thorough understanding of clients’ goals, priorities and circumstances, and providing tailored guidance across a broad range of wealth management solutions
Experience of providing Regulated Advice within the UK to High Net worth clients
Experience of building a client base using internal and external networks
Be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
Knowledge of delivering high quality bespoke advice, maximizing value for our clients and negotiating the best commercial outcome

Job Responsibility

Build and maintain relationships with customers, clients, stakeholders, and strategic partners
Guide clients once their long‑term goals and financial plan have been established, stepping in to implement and manage the strategies
Actively oversee their investment approach, provide thoughtful and ongoing financial advice, make necessary portfolio adjustments, and coordinate with specialists
Build deep, meaningful relationships with clients—listening carefully, understanding what matters most to them, and offering bespoke solutions
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment
Design of customised solutions that address the client's specific needs and objectives
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support
Assessment of financial, legal, and operational risks associated with client relationships

Fulltime

Private Wealth Relationship Manager - Malaysia Market

This position offers an opportunity to drive business development and portfolio ...

Location

Singapore , Singapore

Salary:

12000.00 - 18000.00 SGD / Month

Randstad

Expiration Date

July 26, 2026

Requirements

Minimum of 5 years of relationship management experience within the private or priority private banking sector
Comprehensive knowledge of diverse investment products and current financial market trends
Proven ability to build and sustain a strong network of professional prospects and existing clients
Excellent communication and presentation skills, with the ability to convey complex financial concepts clearly
Strong understanding of risk management principles and commitment to maintaining compliance with industry regulations
CACS required
Bachelor Degree

Job Responsibility

Cultivate and expand a portfolio of high-net-worth clients by identifying new prospects and delivering tailored financial solutions
Achieve growth targets for assets under management and revenue through strategic relationship management
Implement effective asset allocation strategies aligned with individual client investment profiles and risk appetites
Maintain high standards of service by conducting regular account reviews and managing client inquiries in accordance with internal protocols
Collaborate with internal cross-functional teams and product specialists to deliver comprehensive financial services and identify opportunities for holistic account management

Fulltime

Senior Relationship Manager (Wealth)

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Randstad

Expiration Date

July 19, 2026

Requirements

Experience in the Financial Services industry, preferably experience as a personal banker
Candidates with any sales experience are encouraged to apply
A high degree of integrity and professionalism, and strong customer relationship management skill
Strong communication and interpersonal skills Dynamic, result driven and self motivated.

Job Responsibility

Responsible for marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, cards, deposits and other retail banking products to potential clients
Manage key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion
Analyse and match customers’ financial requirements with the bank's product offerings to best suit their personal investment needs to grow mutually beneficial banking investment opportunities
Proactively cross-sell other banking products and services.

Fulltime