Private Client Relationship Manager

Where

Duluth, GA

What you'll be doing

As a relationship manager, you will be part of a successful organization with a strong commitment to leadership in the affluent marketplace. This position combines entrepreneurial opportunity with the structure, security and resources of an established name in affluent-market financial services. Your schedule will be self-managed, though coordinated with your base branch office. As a relationship manager, your challenge is to grow the banking and investment relationships for a targeted group of sophisticated customers, through in-depth profiling, consultative selling and exceptional customer care. Your business development and prospecting skills will play an important role in attracting new relationships, while partnership with your branch will enable the service that retains and grows them. As you build your client base, you will be able to lean upon companies unrivalled technology and call center support.

What your background should be

At least 3 years experience in a sales/revenue-based environment. Previous experience in a financial sales/incentive-driven environment. Excellent verbal and written communication skills. Series 6 and 63 (or 7 and 66) are licenses required. Computer skills including ability to work on Windows applications. Partnership and consultative sales skills. Strong business development and prospecting skills.

Required Schooling / Training

Bachelor degree.

Who is the client company

This is an American financial services corporation.

If you are interested in this position, send your resume to apply@kochdavis.com