Senior Private Wealth Relationship Manager (VP)

Fairygodboss; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

Fairygodboss is seeking a Relationship Manager in Los Angeles to build and maintain high-net-worth client relationships in banking and investments. In this role, you will deliver exceptional client service while fostering trust and understanding client needs. Your responsibilities include developing new relationships and deepening existing ones, networking for leads, and working collaboratively with internal partners.

The ideal candidate has a proven track record in financial services, excellent relationship-building skills, and is licensed or willing to obtain necessary licenses within the timeframe.

Qualifications

• Minimum of five years of financial services or service sales experience.
• Proven trusted relationship builder with a track record of exceptional client experience.
• Demonstrated success in driving sales growth across multiple product lines.

Responsibilities

• Develop and manage client relationships, providing exceptional service.
• Cultivate long-term banking, investments, and lending relationships.
• Network and build strong partnerships to generate leads.

Skills

Relationship building

Sales growth

Investment understanding

Education

Bachelor's degree

Tools

Licenses Series 7 and 66

Job description

Fairygodboss is seeking a Relationship Manager in Los Angeles to build and maintain high-net-worth client relationships in banking and investments. In this role, you will deliver exceptional client service while fostering trust and understanding client needs. Your responsibilities include developing new relationships and deepening existing ones, networking for leads, and working collaboratively with internal partners.

The ideal candidate has a proven track record in financial services, excellent relationship-building skills, and is licensed or willing to obtain necessary licenses within the timeframe.