Wealth Relationship Manager - Beverly Hills

Only for registered members Beverly Hills, United States

3 days ago

Default job background
Full time

Job summary

The Wealth Relationship Manager works closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. They will provide financial solutions and opportunities to their portfolio of clients, increase wallet share of existing clients, conduct full needs assessments with current and potential wealth customers, recommend appropriate banking investment insurance products services meet individual needs based objectives risk tolerance proper asset allocations represent Company community organizations activities enhance Company image maintain grow referral network additional relationship opportunities while maintaining active prospect pipeline.
  • Bachelor's degree in business finance related field or equivalent experience
  • Series 7 & 66 (or 63 and 65) required
  • Life Health insurance licenses required
  • Additonal language skill is a plus (Mandarin Hindi Spanish)
  • Meaningful experience nontraditional banking financial sales providing client recommendations increasing sales building maintaining valuable relationships high-net-worth client portfolios

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