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Bilingual Client Relationship Manager / Sr. Manager
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Full-time
- We are looking for a stellar Client Relationship Manager / Sr. Manager experienced in High-Net-Worth investment sales management with a successful and verifiable track record.
- This role will report to partners and will be responsible for managing High-Net-Worth client relationship team, maintain and grow current client base, and increase AUM.
- The Client Relationship Director is responsible for refining and expanding an HNW sales team in California initially and expand nationwide thereafter.
- You will create sales plans to generate revenue, collaborate with business development and marketing teams, lead the sales team to build a seamless process and procedure in prospecting and contacting potential investors, addressing their concerns and queries in a timely fashion to seal the deal and ensure client satisfaction and happiness.
- Craft roadmaps and timelines to maintain current client base and expand AUM per investor.
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