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Client Relationship Manager – Financial Services – Registered Representative – Series 65
Our client is a privately-held investment management firm who manages portfolios for high net worth clients and institutions. They are searching for talented finance professionals with at least three years of successful experience in the investment or financial services industry to serve as Investment Counselors to assigned clients in their Dallas, TX, Metro Area office.
Responsibilities:
- Oversee high-net-worth client relationships. NO SELLING; Client Retention is the focus.
- Communicate current market strategy and portfolio updates to assigned clients; no prospecting, cold- calling or sales
- Act as the liaison between affluent clients and the Company’s investment decision-makers
- Participate in the firm’s training and mentoring program to gain advanced finance and capital markets education.
Qualifications:
- 3+ years of investment industry or financial services success (Series 65)
- Finance experience and knowledge of finance and capital markets
- Bachelor’s degree or equivalent combination of education/experience
- Efficient and organized time management skills
- Dynamic communication skills
- Articulate and charismatic with a highly professional work ethic
Requirements:
Great communication skills are a must; Strong telephone presence also a must.
Compensation:
Competitive Compensation package including medical benefits and 401k plan; base salary plus bonus
Client Relationship Manager – Financial Services – Registered Representative – Series 65
The successful candidate will be highly professional, ethical and rigorously honest. This individual will ensure that Company’s culture is maintained at all levels and that the achievement of goals will not be at the expense of the Company’s core values, purpose or mission.
If you feel you are qualified to meet the discerning standards of one of the nation’s finest Financial Services Firm servicing the Ultra High Net Worth, please submit a CV or resume for consideration. Only qualified candidates will be contacted.