- Lead the sales team on effective sales strategy and sales performance.
- Craft roadmaps and timelines to maintain current client base and expand AUM per investor.
- Work with BD team to expand current Chinese speaking high net worth client-base.
- Improve client relationship management KPI design.
- Collaborate with the rest of the executive leadership team to steer overall company strategy, execution, and culture.
- Build, develop, and coach a team of top-notch sales talent.
- Provide feedback on key budgeting and investment decisions.
- Demonstrated past exemplary achievements as a leader in HNI investment sales.
- At least two-year experience as a manager in personal banking, investment relationship and sales, and similar area
- Fluent in both English and Chinese
- At least five years of experience in the financial industry required
- Superb social networking capabilities.
- Ability to open targeted channels for prospecting.
- Familiarity with CRM platforms and strong negotiation skills.
- Entrepreneurial spirit and energetic personality.
- Familiarity with financial products, services, procedures, including stock markets, trusts, etc.
- Excellent organizational, interpersonal and communication skills, able to cope with complex situations.
- Good sense of compliance requirement.
- Strong sense of teamwork, proactive, and confident.
- Self-motivated and constantly improving on soft skills to meet job requirements.
- Demonstrated ability to identify and pursue new business leads.
- Demonstrated commitment to excellence and social consciousness.
- 100% company-paid employee medical, dental, vision, and life insurance (spouse and dependents are subsidized at 50%)
- Flexible Spending Account
- PTO (vacation and sick)
- 401(k) with Enhanced Employer Safe Harbor match
- 10 paid holidays in a year.
- Free Gym Pass (Irvine-based employees)
- Professional membership reimbursement
- Cell phone/technology reimbursement
-
Relationship Manager
3 weeks ago
iTrustCapital Irvine, United StatesWe are seeking a Relationship Manager who contributes to key business outcomes such as client retention, client satisfaction, achieving operating/margin targets, and fostering a culture of performance and continuous improvement. · What You Will Do: · ● Build and sustain client re ...
-
Relationship Manager
4 weeks ago
EBizCharge Irvine, United StatesHeadquartered in Irvine, California, EBizCharge specializes in developing payment processing applications that facilitate electronic payment processing within the workplace, enhance transaction security, and increase client profits. Our applications are PCI compliant and fully in ...
-
Relationship Manager
1 week ago
EBizCharge Irvine, United StatesHeadquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/account ...
-
Supplier Relationship Manager
1 week ago
Safran Group Irvine, United StatesWant to work with some of the most talented and dedicated people on the planet? Do you value relationships, commitment, innovation and integrity? Then Safran is the place for you. Join our team and build a rewarding career while helping to deliver the most trusted source of aviat ...
-
Senior Relationship Manager
2 weeks ago
Redwood Trust Inc Irvine, United StatesJob Description · Job DescriptionJob Functions and Responsibilities · Responsible for delivering the Redwood value proposition to key contacts, stakeholders and decision makers at large scale independent mortgage banks and financial institutions. To achieve this effectively, the ...
-
Bilingual Client Relationship Manager
3 weeks ago
Beyond International Group Irvine, United StatesPlease click the link below to apply online. · The Role: · We are looking for a stellar Client Relationship Manager / Sr. Manager experienced in High-Net-Worth investment sales management with a successful and verifiable track record. This role will report to partners and will b ...
-
Relationship Manager
3 weeks ago
EBizCharge Irvine, United StatesHeadquartered in Irvine, California, EBizCharge specializes in developing payment processing applications that facilitate electronic payment processing within the workplace, enhance transaction security, and increase client profits. Our applications are PCI compliant and fully in ...
-
Relationship Manager
3 weeks ago
Fidelity TalentSource LLC Irvine, United States· Job Description: · Relationship Manager · As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, po ...
-
Relationship Manager
3 weeks ago
Fidelity Talentsource Llc Irvine, United StatesJob Description: · Relationship Manager · As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, posit ...
-
Relationship Manager
3 days ago
Fidelity Investments Irvine, United States**Relationship Manager**: · As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationsh ...
-
Relationship Manager
3 weeks ago
Century Business Solutions Irvine, United StatesWe know that we have some of the brightest and most talented associates on our team, and we like to reward them accordingly. If you work at EBizCharge, expect competitive pay, comprehensive health coverage, and career advancement. · Responsibilities: · - Source new sales opportun ...
-
Deposit Sales Relationship Manager
1 day ago
Management Recruiters International Irvine, United StatesImmediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tailored for performance. · RESPONSI ...
-
Deposit Sales Relationship Manager
2 weeks ago
MRINetwork Jobs Irvine, United StatesJob Description · Job DescriptionImmediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tail ...
-
Relationship Manager Senior
3 days ago
City National Bank Irvine, United StatesRELATIONSHIP MANAGER SENIOR · WHAT IS THE OPPORTUNITY? · This person is responsible for motivating, coaching, directing, and managing the branch sales process including establishing goals and objectives and monitoring results. This includes results from both the Relationship Mana ...
-
Senior Business Banking Relationship Manager
2 weeks ago
U.S. Bank Irvine, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Supplier Relationship Manager
1 week ago
Safran Irvine, United StatesSupplier Relationship Manager · Company : Safran Electronics & Defense · Job field : Supply chain · Location : Irvine , California , United States · Contract type : Permanent · Contract duration : Full-time · Required degree : Bachelor's Degree · Required experience : More than 5 ...
-
VP, Relationship Manager
3 weeks ago
AtWork Personnel Newport Beach, United StatesJOB SUMMARY · Under the general direction of the Department Head or Branch Manager, this individual is responsible for developing, cultivating and maintaining existing and new profitable deposit and loan customer relationships. This job is the primary contact for developing and ...
-
GCM Relationship Manager
3 weeks ago
TEKsystems Costa Mesa, United States:Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the c ...
-
Broker Relationship Manager
3 weeks ago
Equify Financial, LLC Irvine, United States**Position Summary**: · The Broker Relationship Manager is responsible for building and maintaining relationships with brokerage firms and agents to drive business growth. Your role will focus on identifying and pursuing new opportunities, providing exceptional customer service, ...
-
Client Relationship Manager
1 week ago
OneDigital Irvine, United StatesAre you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the servi ...
Bilingual Client Relationship Manager - Irvine, United States - Beyond International Group
Description
Please click the link below to apply online.
The Role:
We are looking for a stellar Client Relationship Manager / Sr. Manager experienced in High-Net-Worth investment sales management with a successful and verifiable track record. This role will report to partners and will be responsible for managing High-Net-Worth client relationship team, maintain and grow current client base, and increase AUM.
This is a full-time sales position that requires all-around dedication.
The work location is in Irvine, CA.
What You'll do:
The Client Relationship Director is responsible for refining and expanding an HNW sales team in California initially and expand nationwide thereafter. You will create sales plans to generate revenue, collaborate with business development and marketing teams, lead the sales team to build a seamless process and procedure in prospecting and contacting potential investors, addressing their concerns and queries in a timely fashion to seal the deal and ensure client satisfaction and happiness.
Essential duties and responsibilities:
Who You are:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employee Benefits and Perks:
We offer a comprehensive benefits package:
Compensation:
$60 - $80k Base pay (DOE) + performance bonus.
Qualified individuals can expect to make $200k - $300k /year.
Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Irvine, CA.
Find out more about us by following us on our social media accounts: https://beyond-
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Beyond International is an at-will employer.