Title: Investment Management/Client Relations
Please post: Relationship Manager - Bay Area
Title: Relationship Manager / 009-013-711
Location: Bay Area
Compensation: Base salary plus quarterly bonuses
Summary/Responsibilities:
Financial Services firm seeks multiple Relationship Managers to build strong long-term relationships with clients, educating them on a wide range of products/services and presenting them with individualized solutions
Effectively manage assigned client base, retaining assets of assigned affluent/wealthy households
Strengthen/expand client relationships through effective presentation of investment products/services
Proactive outbound calling to existing customer base to drive asset acquisition through account consolidation
Maintain/update prospect and sales reports accurately
Evaluate client’s financial situation and identify investment objectives through comprehensive/customized financial planning process
Provide guidance/execution on variety of investment products/services
Cultivate current/prospective client relationships and identify opportunities to expand relationships by responding to sales opportunities
Requirements:
Series 7 and 63 required, Series 66 preferred, Clean U4 required (Series 66 must be obtained within 90 days of hire) 3+ years successful sales experience in the financial services industry required
Bachelors degree or equivalent experience required
Knowledge of variety of brokerage/banking products and services is required
Familiarity with wealth management products/wrap accounts/managed accounts/fixed income products/mutual funds is strongly preferred
Strong history of success building client relationships and client retention experience required
Ability to build rapport with clients, assess their needs and present features/benefits of the firm’s products/services
Group presentation skills a plus
Interested parties should email their resume as a .DOC to David Pieper, david@
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