Relationship Manager III - Capital Partners
On-site · Philadelphia, Pennsylvania, United States
Job Summary
Join BBH as a Relationship Manager III within the Capital Partners team, acting as the primary contact for ultra-high-net-worth clients to manage complex relationships and provide high-quality client service. Responsibilities include overseeing client accounts, managing investment execution, ensuring compliance with policies, and fostering business development with existing and new clients. The ideal candidate will have a minimum of 8 years in portfolio management, excellent communication and analytical skills, and a strong understanding of asset allocation and investment strategies.
Required Qualifications
- BA/BS required or equivalent job experience
- 8 plus years relevant portfolio management experience
- Excellent client service skills
- Superior oral/written communication, analytical and thought leadership skills
- Knowledge of asset allocation, trust and fiduciary principles
- Strong team player
- Strong work ethic
Desired Qualifications
- CFA
- CFP
- MBA
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