Job Title: Relationship Manager
Take charge of expanding and nurturing a portfolio of high-net-worth clients by offering extensive financial strategies that encompass deposits, investments, and lending options. Work in partnership with internal teams to provide cohesive solutions while maintaining exceptional customer service and adherence to risk management protocols. Candidates should have a minimum of 4 years in customer service, alongside 3 years of experience in relationship management and product recommendations. Required certifications include FINRA Series 6, 63, and state insurance licenses, as well as SAFE registration.
Wells Fargo provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
