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

ZzA3UDFyTDlvM3ArV2VYV2tVdWdIVGFYS0E9PQ==
  • 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.

Job Tags

Similar Jobs

D And J Cleaners Inc

Tailor Job at D And J Cleaners Inc

 ...Job Description Job Description Tailor shop seeking reliable, highly experienced tailor/seamstress. flexible hours full or part-time top hourly rate Company Description High-end dry cleaner with connected tailor shop, serving the Bernardsville area... 

Boulder Scientific Company

Chemical Operator - Production Job at Boulder Scientific Company

 ...The Production Operator follows established procedures to manufacture chemical intermediates and finished products. The Operator follows procedures that are set forth in the form of batch records and work instructions. This person completes a variety of duties: in addition... 

ACN International Aid to the Church in Need

Major Gifts Officer Job at ACN International Aid to the Church in Need

 ...from persecution or discrimination. Areas of Responsibility include, but are not limited to the following: The Major Gifts Officer is responsible for major donor individual giving, foundation grant seeking, and corporate giving. The Major Gifts Officer will... 

Seibold GmbH

Carrier Integration Engineer - Active Clearance (Washington) Job at Seibold GmbH

 ...different disciplines to develop Group 5 unmanned aircraft including Navy ship- and carrier-based platforms. You will analyze and...  ...aircraft development and integration experience, and military or civilian experience working on a U.S. Navy carrier or surface vessel, preferably... 

Taurus

Dog Trainer Job at Taurus

 ...The Dog Trainer is a position within the Resort and reports directly to the Facility Director. We believe in the mission of Pet Lovers...  ...with dogs, dog behavior, and knowledge of reward-based training. A Day In The Life: This role is so much fun! Daily, youll...