What are the responsibilities and job description for the Wealth Management Associate position at beBee Careers?
Wealth Management Associate
As a Wealth Management Associate, you will play a critical role in helping our affluent and high-net-worth clients achieve their financial goals. You will work closely with our team to acquire, broaden, deepen, and retain client relationships, leveraging your exceptional communication and interpersonal skills to deliver outstanding client experiences. Your responsibilities will include conducting thorough discovery, engaging with certified financial planners, and introducing relevant opportunities to segment partners.
- Main Responsibilities:
- Conduct regular, proactive outreach to manage and deepen client relationships
- Deliver value-added engagement with clients through face-to-face or virtual meetings, consistent communication, and access to financial education materials
- Leverage Salesforce CRM tool to document client interactions
- Become a trusted relationship manager for your clients
