Chicago, IL
2/9/2021
Windward Recruiting has been engaged by a Privately Held Bank Wealth Management Division in the search for a Wealth Relationship Manager. This individual will be the primary point of contact for a select group of client relationships consisting of consisting of investment management accounts, IRAs and custody accounts.

Responsibilities:
  • Establish and maintain relationships with new and existing clients.
  • Communicate effectively with clients and their advisors both verbally and in writing.
  • Monitor all account activity by reviewing and responding to daily transactions
  • Manage account administration, cash flow, deposits, tax, transaction information and all financial inquiries.
  • Engage with customers and prospects to ascertain their financial goals and assist them in developing realistic strategies to meet their needs and objectives.

Qualifications:
  • Bachelors degree required; Advanced degree or professional designation preferred (CFP, CPA, CFA).
  • 5+ plus years in wealth management/fiduciary, financial planning, financial services or related field required.
  • Excellent verbal and written communication skills are required.
  • Experience with CRM, financial planning software, and portfolio accounting software.

Compensation:

Competitive base salary, bonus, and benefits package.