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Business & Investment
Investment Relationship Manager
Full-timeRemote
About This Role
Join our Investment team to manage client relationships, advise on investment products, and drive business development. You will be the primary point of contact for our high-net-worth clients.
Responsibilities
- Manage client relationships and portfolios
- Advise on investment products and strategies
- Drive new business development
- Prepare client proposals and reviews
- Meet revenue and growth targets
- Stay current on market trends and products
Qualifications
- Bachelor's in Finance or Business
- 5+ years in wealth management or investment advisory
- Excellent interpersonal and communication skills
- Series 7/66 license preferred
- Experience with client relationship management
- Track record of business development success