Financial Consultant/Client Relationship Manager Job at South Bay RIA Firm, Santa Clara, CA

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  • South Bay RIA Firm
  • Santa Clara, CA

Job Description

Position Overview

In this position, the Financial Consultant / Client Relationship Manager will work with high net worth individuals and families, developing investment management strategies and coordinating with clients. The candidate will also commit a significant allocation of their time to business development activities in order to build a base of new clients.

Candidates must be personable, efficient, organized, and able to work independently and in a team setting.

Job Duties

  • Manage, retain and grow business relationships with existing clients.
  • Communicate current market strategy and portfolio updates to assigned clients.
  • Act as liaison between clients and portfolio managers.
  • Build and maintain a healthy pipeline of qualified and prospective clients.
  • Lead development and implementation of sales strategy, including identification and targeting new client opportunities.
  • Spearhead new business development initiatives.
  • Actively manage relationships with prospects to achieve higher conversion rates.
  • Responsible for client relationship management.
  • Work with financial intermediaries and spheres of influence to develop a network of referrals.

Qualifications/Skills

  • Bachelor's degree.
  • 3-5 years of INVESTMENT industry or FINANCIAL services experience.
  • High level of expertise in sales, networking, and relationship building.
  • Excellent communication skills--verbal, written, and group presentation.
  • Efficient and excellent time management skills.
  • Articulate and charismatic, interacts well with people at all levels.
  • Highly professional work ethic.
  • CFP a plus.

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