Now Hiring - Financial Relationship Manager in Zephyrhills, FL

Job Information

• Job Title: Financial Relationship Manager
• City: Tampa
• State: FL
• Salary Range: 85-125

Job Title: High Net Worth Client Relationship Manager

Job Overview: We are seeking a highly skilled and experienced financial professional to join our team as a High-Net-Worth Client Relationship Manager. In this role, you will be responsible for managing relationships with our high-net-worth clients, providing personalized financial advice, and ensuring exceptional client satisfaction. If you have a passion for building strong client connections, a deep understanding of investment strategies, and a track record of success in relationship management, this opportunity is perfect for you.

Responsibilities and Essential Functions:

• Develop and nurture relationships with high-net-worth clients, serving as their primary point of contact for all financial matters.
• Understand clients' financial goals, risk tolerance, and investment preferences to provide tailored advice and strategies.
• Conduct comprehensive financial assessments for clients, including reviewing their portfolios, analyzing investment performance, and identifying opportunities for optimization.
• Collaborate with internal teams, such as portfolio managers, analysts, and financial planners, to deliver holistic solutions that align with clients' objectives.
• Proactively monitor and communicate market trends, economic developments, and regulatory changes to clients, providing valuable insights and recommendations.
• Continuously stay updated on industry best practices, investment products, and wealth management strategies to enhance client service and maintain a competitive edge.
• Act as an advocate for clients within the organization, ensuring prompt and efficient resolution of any issues or concerns they may have.
• Maintain accurate and up-to-date client records, including investment preferences, risk profiles, and communication history.

Qualifications:

• Bachelor's degree in Finance, Economics, Business, or a related field.
• A minimum of 3 years of experience in financial services, with a strong focus on relationship management and high net worth clients.
• Proven track record of successfully managing client relationships and achieving client satisfaction targets.
• Deep knowledge of investment products, financial markets, and wealth management strategies.
• Strong analytical skills with the ability to assess complex financial information and provide sound investment advice.
• Excellent communication and interpersonal skills, with the ability to build trust, rapport, and long-term client relationships.
• Professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent, are highly desirable and may be required for certain positions
• Series 65 or equivalent required