What are the responsibilities and job description for the Portfolio Development Manager position at Falcon Wealth Planning, Inc.?
Client Focused
At Falcon Wealth Planning, we prioritize building lasting relationships with our clients. As a Relationship Manager, you will play a critical role in achieving this goal.
Responsibilities:
- Manage client relationships, providing exceptional service and addressing client inquiries and concerns.
- Develop and maintain strong relationships with clients, acting as the primary point of contact for inquiries and service requests.
- Collaborate with internal teams to provide personalized financial planning and investment advice.
- Prepare and present client-facing documents, such as reports and presentations.
- Document client interactions and updates in the CRM system, maintaining accurate records.
- Coordinate client meetings and administrative tasks, ensuring seamless transitions.
Requirements:
- Experience in financial services, wealth management, or client relationship management.
- Relevant qualifications include certifications in financial planning (e.g., CFP, Series 65).
- Excellent communication and interpersonal skills.
- Strong organizational skills and attention to detail.
- Ability to manage multiple tasks and prioritize client needs effectively.
- Proficient in Microsoft Office Suite and CRM software.
