Private Wealth Relationship Manager at Generis Tek Inc.
San Francisco, CA
About the Job
We have a Permanent role for Private Wealth Relationship Manager with our client location San Francisco, CA . Please let me know if you or any of your friends would be interested in this position.
The Position title:
Private Wealth Relationship Manager-20047468- San Francisco, CA
Location : San Francisco, CA
Duration : Fulltime
Job Description:
Brokerage Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Brokerage Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.
Role Responsibilities
•Identify and own the client onboarding process
•Document client interactions and provide team with time sensitive updates
•Execute on team service model
•Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
•Engage specialists/partners to address client's needs
•Identify and own the client off boarding process
•Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest level of client service
•Monitor and report on client satisfaction and manage the resolution of client escalations
Qualifications
•Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
•SAFE ACT Registration; ADV-2B Required
•Obtain and/or maintain at least one firm approved designation
•Possess and demonstrate strong communication skills
•Ability to lead through collaboration and influence without direct authority
•Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
•Thorough knowledge and understanding of the suite of Wealth Management products and services
•Proven ability to manage risk and support sound decisions
•Ability to research escalated client issues for response/resolution
If you are interested in this opportunity, please email your resume at jobs@generistek.com and include posting 20-01754 in your application. Also, you can call us at # 630 576 1928 and to discuss this position detail.
About Generis Tek: Generis Tek is a boutique IT/Professional staffing based in Chicagoland. We offer both Contingent Labor & Permanent placement services to several Fortune 500 clients Nationwide.
Our philosophy is based on delivering long-term value and build lasting relationships with our clients, consultants and employees. Our fundamental success lies in understanding our clients’ specific needs and working very closely with our consultants to create a right fit for both sides. We aspire to be our client’s most trusted business partner.
The Position title:
Private Wealth Relationship Manager-20047468- San Francisco, CA
Location : San Francisco, CA
Duration : Fulltime
Job Description:
Brokerage Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Brokerage Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.
Role Responsibilities
•Identify and own the client onboarding process
•Document client interactions and provide team with time sensitive updates
•Execute on team service model
•Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
•Engage specialists/partners to address client's needs
•Identify and own the client off boarding process
•Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest level of client service
•Monitor and report on client satisfaction and manage the resolution of client escalations
Qualifications
•Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
•SAFE ACT Registration; ADV-2B Required
•Obtain and/or maintain at least one firm approved designation
•Possess and demonstrate strong communication skills
•Ability to lead through collaboration and influence without direct authority
•Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
•Thorough knowledge and understanding of the suite of Wealth Management products and services
•Proven ability to manage risk and support sound decisions
•Ability to research escalated client issues for response/resolution
If you are interested in this opportunity, please email your resume at jobs@generistek.com and include posting 20-01754 in your application. Also, you can call us at # 630 576 1928 and to discuss this position detail.
About Generis Tek: Generis Tek is a boutique IT/Professional staffing based in Chicagoland. We offer both Contingent Labor & Permanent placement services to several Fortune 500 clients Nationwide.
Our philosophy is based on delivering long-term value and build lasting relationships with our clients, consultants and employees. Our fundamental success lies in understanding our clients’ specific needs and working very closely with our consultants to create a right fit for both sides. We aspire to be our client’s most trusted business partner.