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, Wealth Management, Customer Service, Problem Solving, Regulatory Compliance, Salesforce CRM, Initiative Taking, Proactive Engagement, Coaching, Professional Development, Networking, Financial Analysis
Keywords
Private Client Relationship Manager, Financial Planning, Wealth Management, Salesforce CRM, SIE, Series 6, Series 63, Client Engagement, Affluent Clients, High-Net-Worth Clients, Deposits, Investments, Lending, Customer Satisfaction, Coaching, Professional Development, Team Collaboration