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Role Summary
Serve as the primary relationship owner for high-net-worth clients in the Portland/Vancouver area. Deliver integrated financial and investment guidance, lead and manage client meetings, and collaborate with internal portfolio teams and external tax and estate professionals to develop well-rounded strategies. Build and strengthen client relationships through referrals and community partnership opportunities.
Key Duties
* Own and manage relationships with high-net-worth clients.
* Provide integrated financial and investment advice tailored to client needs.
* Lead client meetings and discussions.
* Coordinate with portfolio and external tax/estate professionals.
* Develop business through referrals and community partnerships.
Qualifications & Skills
* Strong client relationship management and advisory capabilities.
* Expertise in financial planning and investment guidance.
* Ability to coordinate complex, cross-disciplinary professional teams.
* Excellent communication, presentation, and leadership skills.
* Proven relationship-building and referral-oriented mindset.