oraclecloudinfrastructure
The Relationship Manager – HNI role focuses on managing and growing a portfolio of High Net-Worth Individuals by providing personalized financial solutions and exceptional service. The position involves acquiring new clients, deepening relationships with existing customers, and delivering expert investment advisory and financial planning guidance. Key responsibilities include increasing Assets Under Management (AUM) through cross-selling bank products and collaborating with internal teams to offer comprehensive financial solutions.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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