Relationship Manager
Neuberger Berman(1 month ago)
About this role
As a Senior Relationship Manager in the Private Asset Management team at NB Private Wealth, you will lead the relationship management strategy for high net worth clients, focusing on complex and high potential relationships. This role involves a methodical approach to client outreach and engagement, ensuring consistent execution across the client base while leveraging technology to enhance client interactions.
Required Skills
- Client Engagement
- Relationship Management
- Financial Planning
- Investment Strategy
Qualifications
- 15+ Years Experience
- Series 7
- Series 66
- CFP® Designation
About Neuberger Berman
nb.comNeuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
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