Wealth Management
Financial Services
WealthManagement,SeniorRelationshipManager
“Wealth Management, Senior Relationship Manager at Wealth Management. Skills: Relationship Management, Client Service, Financial Planning. Manage inbound calls and emails. Proactive client outreach”
What You'll Achieve.
Increase and develop Advisor's business; Protect, grow and transfer assets
Industry & Context.
What They're Looking For.
Must Have
Series 7, 63 & 65 and Life Insurance licenses are required, Five or more years of customer service experience in the Financial Services industry
Nice to Have
Bachelor’s Degree preferred
What You'll Do.
Manage inbound calls and emails
Proactive client outreach
Deliver customized service
Document strategy discussions
Address customer needs
Implement client contact strategy
Promote annual guidance reviews
Identify opportunities
Conduct guidance preparation discussions
Help with appointments
How You'll Work.
Team & Collaboration
Collaboration with Advisor's efforts; Partnering with the Advisor
Communication Scope
Exceptional interpersonal communication skills; Telephone consultations; Face-to-face consultations; Subject matter expertise; Investment related discussions; Client meetings; Service reviews; Strategy discussions; Guidance preparation discussions; Client meeting objectives
Applying for this Wealth Management, Senior Relationship Manager role?
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