Premier Relationship Manager: Wealth Growth & Advisory

East West Bank; California (MO); On-site; USD 71,000 - 135,000; Full time

Job summary

A leading financial institution is seeking a Premier Relationship Manager to act as a trusted adviser to clients. This role involves providing comprehensive financial advice and driving client acquisition strategies. Candidates should have a Bachelor's degree, relevant licenses, and over 5 years of experience in financial services, focusing on relationship management with high-net-worth clients. The base salary ranges from $71,000 to $135,000 based on experience and location.

Qualifications

• 5+ years of proven experience in financial services or retail sales.
• Experience with high-net-worth clients.
• Strong understanding of financial planning and wealth management.

Responsibilities

• Develop strategies to drive client acquisition and retention.
• Collaborate with managers to implement client-centric marketing plans.
• Connect with product specialists to meet client needs.

Skills

Strong sales

Communication

Cross-selling

Time management

Analytical skills

Education

Bachelor's degree or equivalent experience

Tools

FINRA Series 6

FINRA Series 63

Life and Health Insurance licenses

Job description

A leading financial institution is seeking a Premier Relationship Manager to act as a trusted adviser to clients. This role involves providing comprehensive financial advice and driving client acquisition strategies. Candidates should have a Bachelor's degree, relevant licenses, and over 5 years of experience in financial services, focusing on relationship management with high-net-worth clients. The base salary ranges from $71,000 to $135,000 based on experience and location.