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.

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