Assisting our Client, a focused investment management group offering equity solutions.
Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership. It is a large enough firm to be innovative.
Able to get answers quickly and very client-focused.
Our investment services can address a wide range of investment objectives for private clients. Unique investment capabilities in the U.S. and growing markets. A private Wealth Advisor, a person will play a key role in growing and retaining assets under management in the Austin office, helping with the transition of client relationships. Manage key client relationships ensuring accounts are properly serviced. This person will play a key role in growing and retaining assets under management. The transition of client relationships.
Responsibilities of the Private Wealth Manager Advisor Investment / Trust & Estate Planning
A Private Wealth Manager Advisor Investment / Trust and Estate Planning will play a key role in growing and retaining assets under management in the Houston office, helping with the transition of client relationships.
Requirements of the Private Wealth Manager Advisor Investment / Trust & Estate Planning
5 plus years of proven experience managing investment relationships
Our Job Seeker Coaching Includes
Our dedicated team can help you find the kind of rewarding, challenging career opportunities that you are looking for
If interested in learning more, send an updated resume to ckennedy@rwr.com
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Staffing and Recruiting
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