Wealth Management Senior Relationship Manager

At Fidelity Investments, we believe in helping our clients achieve their financial goals and dreams. As a Wealth Management Senior Relationship Manager, you will play a critical role in building and maintaining relationships with our high net worth clients. Your expertise in wealth management and your passion for providing exceptional service will make you an invaluable member of our team. We are looking for a driven and knowledgeable individual with a strong background in finance and a knack for building strong relationships. If you are looking for a challenging and rewarding career in the financial industry, we invite you to join our team at Fidelity Investments.

1. Build and maintain strong relationships with high net worth clients by providing exceptional service and personalized attention.
2. Utilize expertise in wealth management to assist clients in achieving their financial goals and dreams.
3. Develop and implement personalized financial plans for clients based on their individual needs and risk tolerance.
4. Serve as the main point of contact for clients, addressing any questions or concerns and providing timely and accurate information.
5. Stay up-to-date on industry trends and changes in regulations to ensure compliance and provide clients with the most current information.
6. Collaborate with other team members, including financial advisors and analysts, to provide holistic and comprehensive financial solutions to clients.
7. Conduct regular portfolio reviews and make recommendations for adjustments based on market changes and clients' goals.
8. Network and actively seek out new high net worth clients to expand the company's client base.
9. Actively participate in team meetings and training sessions to stay informed on company updates and continuously improve skills and knowledge.
10. Represent Fidelity Investments in a professional and ethical manner at all times, upholding the company's values and standards.

According to JobzMall, the average salary range for a Wealth Management Senior Relationship Manager in New York, NY, USA is between $180,000 and $250,000 per year. However, salaries can vary depending on the individual's experience, education, and the specific company they work for. Some senior relationship managers may earn salaries towards the higher end of this range, while others may earn less. Additionally, bonuses and other benefits may also impact an individual's overall compensation.

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.