Bleakley Financial Group is a renowned asset management firm. Unlike others in the industry, they truly focus on their client’s best interests.
They are hiring a Relationship Manager to help deliver the best asset management services on the market to support their client base.
Focus / Role Profile :
- The Relationship Manager supports the Wealth Management Advisors in delivering client service and supporting high-net worth clients.
- Prepare quarterly review packages for the Advisor to meet with existing clients
- Review accounts with the analyst
- Review clients cash flow
- Review planning topics to be discussed with the Advisor & client. Ex. Retirement plan, life insurance company stock options, etc.
- Handle follow up actions after the Advisor & client review meeting concludes
- Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
- Manages time and resources efficiently and effectively to bring compounding value and excellence to clients.
- Translate clients’ investment goals into meaningful business opportunities.
- Follow risk management practices by adhering to the company’s policies and procedures.
- Develop monthly, quarterly, and annual reports to manage and support all aspects of investment efforts.
- Identify opportunities for business process improvements and present solutions to senior management.
- Complete ad hoc projects as needed as per direction of senior leadership.
Skill Set :
- Bachelor's degree or equivalent experience.
- 5+ years of Account Management experience in the Finance Industry.
- A team player with strong interpersonal and organizational skills who can work both independently and collaboratively, often to tight deadlines.
- Superior financial knowledge, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals.
- Long-term investment mindset geared toward meeting client / investor expectations.
- Strategic thinker with ability to adapt quickly to a high growth, fast paced environment.
- Outstanding presentation skills and strong attention to detail.
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