Wealth Management Relationship Manager - Century City, CA (Los Angeles)

Location
Los Angeles , CA
Posted
August 16 2017
Ref
1706636
Industry
Securities
Description

For you, client interactions aren't just transactions. They're relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.

The Expertise We're Looking For

  • Series 7, 63 & 65 and Life Insurance licenses are required

  • Five or more years of customer service experience in the Financial Services industry

  • Bachelor's Degree preferred

The Purpose of Your Role

You are providing the highest level of customer service to Fidelity's most sophisticated and highest net worth client.  Through frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Adviser's efforts to increase and develop their business.

The Skills You Bring

  • Exceptional interpersonal communication skills, via telephone and face-to-face consultations

  • Your subject matter expertise will be used to address unique and complex client service requests

  • Ability to work in a dynamic, fast-paced and deadline-oriented environment

  • You will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviews

  • Effectively maintain client portfolios in accordance with compliance guidelines

The Value You Deliver

  • Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients

  • Delivering customized service to clients seeking a personalized high-touch relationship

  • Documenting and communicating strategy discussions and implementation

  • Effectively addressing a range of customer needs , to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning

  • Partnering with the Adviser and implementing a structured client contact strategy and promoting annual guidance reviews

  • Identifying opportunities for  asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings

  • Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant

  • Helping with pre- and post-guidance appointments; making outbound calls to understand what the client meeting objectives and following up on post appointments to schedule the next meeting

How Your Work Impacts the Organization

Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.


Qualifications
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