drjobs UK Relationship Manager - TX العربية

UK Relationship Manager - TX

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1 Vacancy
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Jobs by Experience drjobs

4-5years

Job Location drjobs

Dallas, OR - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

*The Opportunity:*
Be the voice of our client from our clients office in Dallas Texas to our highnetworth clients in Europe. You will spend your time educating each client on investment philosophy explaining why certain decisions were made for their particular portfolio and helping them understand events in the market all to help each client stay on track to achieve their longterm goals. You will provide a valuable service building relationships based on trust and the expertise that our client offers. You will receive support from internal departments to allow you to focus on providing unparalleled customer service. You can take off your many hats as a Financial Advisor and become an expert in service and education.
*The DaytoDay:*
When you come to work for us as a Relationship Manager our client will provide you with an arsenal of support including:

* An assigned roster of high networth clients to allow you to focus on building trust educating and providing unparalleled customer service
* An advanced finance and capital markets education through their training and mentoring program allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage.
* Internal portfolio decisionmakers and auxiliary research teams who handle the portfolio itself meaning you can focus on providing unparalleled customer service. You re free to take off your many hats and become an expert in client relationship management and education.
* Ongoing career development empowering you to discover your own career path.
* Opportunities for advancement driven by performance and attitude.
* Competitive compensation that aligns your interest with the client s instead of working against each other.

*Your Qualifications:*
You re meant for this role if you have finance experience and a thorough understanding of the investment industry. You will succeed if you have a desire to develop longstanding relationships as opposed to selling products or trading accounts. You will thrive if you have a tremendous desire to explore new opportunities and challenges and along the way seek to help us in our quest to better the investment universe. Finally you will excel if you continuously strive to put your clients first.

*Why Our Client:*
Our client is a different kind of investment firm. They don t come from Wall Street nor do they believe they fit in with most of the finance industry and they re proud of that. They work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing it s the people that make our clients purpose possible. After all it s our clients people that enable them to offer the level of service that they do. And they invest in them accordingly offering exceptional benefits like:

* 100% coverage of premiums for health vision and dental insurance
* A 50% 401(k) match up to the IRS maximum
* 20 days of PTO* plus 9 paid holidays
* 8 week paid Primary Caregiver Parental Leave
* And much much more

They also provide a cumulative continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an awardwinning work environment; theyre a Great Place to Work Certified and The Oregonian named us as a Top Workplace.
But in the end it s not the perks that keep people at our client. They stay because they believe in their mission of service their employees want to make a difference in an industry that can do better.

* California employees accrue up to 17 days of PTO and 3 days of sick time per year.

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

5 to 7 years or more of selling to stock market investors within the financial industry Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets Record of six-figure earnings in each of the past 3 years (pay for production compensation model)

Employment Type

Full Time

Company Industry

About Company

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