Career Details

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Private Wealth Relationship Manager

Location : CA | Department : Banking
Designation : Private Wealth Relationship Manager

Qualification : Series 7, 63/65 or 66
Experience : 2 Year | Salary : 85,000 – 100,000
Employment Type : Full-time
Salary Type : Yearly

Job Description

•Identify and own the client on boarding process
•Document client interactions and provide team with time sensitive updates
•Execute on team service model
•Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
•Engage specialists/partners to address client's needs
•Identify and own the client off boarding process
•Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest  level of client service
•Monitor and report on client satisfaction and manage the resolution of client escalations

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Skills Required :

Candidate should be Graduate, MBA, BTech, BCA, BCS, MCA
Excellent knowledge of MS Office
Familiarity with BRM and CRM practices along with ability to build productive business professional relationships
Highly motivated and target driven with a proven track record in sales.
Excellent selling, communication and negotiation skills.
Relationship management skills and openness to feedback.

Roles & Responsibilities :

Maintaining positive business relationships to ensure future sales.
Selling products and services to prospective customers.
Establish, develop and maintain positive business and customer relationships.
Reach out to customer leads.
Coordinate sales effort with team members and other departments
“Getting the sale” using various customer sales methods
Closely monitor, measure and report on budget
Collaborate with our Research, Strategy and Creative teams to ensure effectiveness across all channels.