Private Client Relationship Manager

Role responsibilities

The Private Client Relationship Manager will acquire and onboard new affluent clients while growing deposits and investments through personalized financial planning. They will also deepen client relationships through proactive engagement and collaboration with Wealth Advisors.

Requirements

Candidates should have a bachelor's degree and 3-5 years of relevant experience, particularly with affluent clients. Required licenses include SIE, Series 6 (or 7), and Series 63 (or 66), with additional insurance licenses to be obtained post-hire.

Key skills

Client Relationship Management, Financial Planning, Sales, Communication, Team Collaboration, Problem Solving, Regulatory Knowledge, Outbound Engagement, Wealth Management, Coaching, Discovery Conversations, Client Satisfaction, Salesforce CRM, Initiative Taking, Networking, Client-Centric Approach

Keywords

Private Client Relationship Manager, Financial Planning, Wealth Management, Salesforce CRM, SIE, Series 6, Series 7, Series 63, Series 66, Client Engagement, Affluent Clients, High-Net-Worth Clients, Client Satisfaction, Outbound Calling, Financial Goals, Team Collaboration, Continuous Improvement