Private Client Relationship Manager – Financial Services

Soteria Reinsurance Ltd.; Bethesda (MD); Hybrid; USD 61,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Educational assistance

Generous paid time off

Job summary

A leading financial services firm in Bethesda, MD is seeking a Relationship Manager to enhance client engagement and foster long-term relationships. This role involves facilitating connections with high net worth clients, ensuring their needs are prioritized, and collaborating closely with the branch team. Candidates should be licensed in FINRA Series 7 and 63, have 1-3 years of experience in financial services, and possess excellent communication skills. The position offers competitive benefits and a base salary ranging from $61,000 to $80,000 per year.

Qualifications

• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or ability to acquire.
• 1-3 years in financial services with focus on customer experience.
• Planning experience and knowledge of financial markets.

Responsibilities

• Facilitate relationships with clients and develop long-lasting bonds.
• Assist Financial Consultants in organizing client needs.
• Collaborate with Relationship Manager team to deepen client relationships.

Skills

Strong social skills

Client-oriented approach

Ability to make decisions

Polished communication style

Education

Degree or professional certification (CFP)

Job description

A leading financial services firm in Bethesda, MD is seeking a Relationship Manager to enhance client engagement and foster long-term relationships. This role involves facilitating connections with high net worth clients, ensuring their needs are prioritized, and collaborating closely with the branch team. Candidates should be licensed in FINRA Series 7 and 63, have 1-3 years of experience in financial services, and possess excellent communication skills. The position offers competitive benefits and a base salary ranging from $61,000 to $80,000 per year.