Senior Relationship Manager - Wealth Management / Family Office
Brown Brothers Harriman(6 months ago)
About this role
The Relationship Manager (RM) at Brown Brothers Harriman plays a critical role in managing relationships with high-net-worth clients, focusing on both business development and exceptional client service. This position requires demonstrating extensive portfolio management experience while mentoring junior employees and collaborating with a team to meet investment objectives, enhance client satisfaction, and drive growth.
Required Skills
- Relationship Management
- Business Development
- Portfolio Management
- Client Service
- Investment Strategy
Qualifications
- BA / BS required
- 14+ years relevant portfolio management experience
- CFA
- CFP
- MBA
About Brown Brothers Harriman
bbh.comAt Brown Brothers Harriman, we serve the most sophisticated individuals and institutions with expertise through our focused business lines: Investor Services, which offers custody, accounting, administration, capital market services, and operating model solutions; and Capital Partners, which offers wealth management, corporate advisory and banking, investment management, and private equity.
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