Job Description: For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager. The Expertise We’re Looking For Series 7, 63/65 or 66
Assistant to Relationship Manager (80-100%) m/f/d, Zurich Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for clients with complex financial needs.
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and
About the BusinessQuilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering
Overview The Opportunity: As a German or French speaking Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel
Overview Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients
Description Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Lido’s vision is to be recognized
About this role Aladdin® is BlackRocks enterprise investment management platform, connecting the information, people, and technology needed to manage money in real time. The platform combines risk analytics with portfolio management, trading, compliance, operations, accounting, and
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading
The Vice President, Enterprise RIA Structured Investments will be responsible for driving platform adoption, strategic growth, and structured investment penetration across Enterprise RIA firms. This individual will serve as a key partner to RIA home offices,
Your Opportunity Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and technology solutions for independent fee-based investment advisors (RIAs) is seeking an innovative, results-driven individual to serve as Relationship Manager in the Greater San Francisco
About the BusinessQuilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We
Functional Description HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Our sector-focused Banking relationship managers provide a single coverage point for multi-national clients. With our global capabilities and footprint, vast
The opportunity: Senior Relationship Manager Nordics – Permanent contract At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers
Functional Description HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Through our international network, we connect emerging and mature markets, covering key growth areas. We partner with our
Job Summary International Wealth and Premier Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues
Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to
Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they