Client Manager - Beverly Hills

Only for registered members Beverly Hills, United States

1 month ago

Default job background
Full time $122,535 - $208,715 (USD)

Job summary

Client Manager is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region.

Responsibilities

  • Support Private Banker in all areas of new business development by coordinating colleagues and resources.
  • Partner with Private Banker in profiling across the full spectrum of the needs of PB target segments.

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