Job Description

Private Wealth Relationship Manager
JobDiva # 20-09140

Grab the opportunity to achieve your full potential! Eclaro is looking for a Private Wealth Relationship Manager for our client in San Francisco, CA.

Eclaro’s client is one of the world's largest financial institutions, committed to providing the tools and services that bridge the gap between customers and their goals. If you’re up to the challenge, then take a chance at this rewarding opportunity!

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 interested, you may contact:
 
Audrei Cortez
audrei.cortez@eclaro.com
2019423017
Audrei Cortez | LinkedIn

Equal Opportunity Employer:Eclaro values diversity anddoes not discriminate based onRace, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Application Instructions

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