Summary

As a Private Client Relationship Manager at Baron Meddy, you will be entrusted with cultivating, managing and expanding relationships with our high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across our global financial services platform. You will serve as a key advisor and relationship architect, diagnosing clients’ financial and life goals, designing bespoke wealth-management strategies, coordinating a seamless multi-department service delivery (investment management, escrow, advisory services, alternative assets), and delivering a superior client experience that reflects Baron Meddy’s premium positioning, strategic insight and commitment to long-term client success.

In this role you will be both a strategist and a concierge-like service provider: you’ll anticipate the evolving needs of sophisticated clients, proactively propose solutions, guide internal teams to execute flawlessly, maintain the highest standards of discretion and professionalism, and contribute to the growth of the relationship portfolio by increasing retention, client satisfaction, and wallet share. You’ll report directly to the CRO and serve as an ambassador of Baron Meddy’s brand among an exclusive clientele.

Key Responsibilities

• Serve as the primary point of contact for a curated portfolio of HNW/UHNW clients.

• Conduct in-depth consultations with clients to understand their holistic financial picture — goals, risk appetite, liquidity needs, legacy and philanthropic objectives, tax considerations, and global exposure.

• Develop, present and implement integrated wealth-management strategies tailored to each client: encompassing investments, insurance, alternative assets, trust & escrow services, and advisory support.

• Collaborate with internal teams (Investment Management, Escrow/Trust Services, Advisory, Insurance, Private Capital) to orchestrate a unified service experience — aligning each client’s touchpoints and delivering on strategy.

• Proactively monitor portfolio performance and market developments; identify and communicate opportunities or risks, making recommendations for adjustments aligned with clients’ objectives.

• Maintain and enhance client satisfaction levels by offering white-glove service, timely access, personalized reporting and a proactive mindset.

• Ensure compliance with regulatory and internal standards for handling sensitive client data, confidentiality and the ethical delivery of financial solutions.

• Drive growth of the relationship footprint by identifying cross-sell and upsell opportunities within the Baron Meddy ecosystem and articulating our broader service value.

• Partner with the CRO and business development teams in client events, relationship reviews and strategic planning sessions.

• Maintain robust CRM records, client interaction logs and track key metrics (client retention rate, net new assets, client satisfaction scores, referral generation).

Qualifications

• Bachelor’s degree in Finance, Business, Economics or a related field (MBA or equivalent advanced degree strongly preferred).

• A minimum of 5 years of experience in wealth management, private banking, or financial advisory focused on HNW/UHNW clients (more advanced applicants encouraged).

• Proven track record of managing complex client relationships, delivering sophisticated financial solutions and working across multi-disciplinary teams.

• Financial licenses such as FINRA Series 7 and/or Series 65/66 preferred (or ability to obtain within six months).

• Strong interpersonal and communication skills, with high emotional intelligence and the ability to build trust with ultra-affluent clients and executives.

• Exemplary organizational skills and attention to detail; adept at managing multiple client threads and coordinating internal service teams.

• Strong business acumen, understanding of investment products, alternative assets, risk management and wealth-planning concepts.

• A commitment to professionalism, discretion, confidentiality and ethical standards of service.

• Experience with CRM systems and wealth-management software platforms.

• Willingness to travel occasionally for client meetings or events as required.