What are the responsibilities and job description for the Financial Consultant/Client Relationship Manager position at South Bay RIA Firm?
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