Job Details
Company Description
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Role Description
This is a full-time on-site role for a Relationship Manager located in Charleston, South Carolina Metropolitan Area. The Relationship Manager will be responsible for maintaining and enhancing relationships with clients and managing the investment portfolios of assigned clients. The Relationship Manager will also be responsible for identifying and pursuing new business opportunities.
Qualifications
- Strong interpersonal skills and the ability to build and maintain relationships
- Excellent communication and negotiation skills
- Strong analytical skills and attention to detail
- Experience in investment management or financial services
- Knowledge of financial products and markets
- Bachelor's degree in finance, economics, business, or related field
Relevant skills and qualifications that would be beneficial include:
- Certified Financial Planner (CFP) designation
- MBA or other advanced degree in finance or related field
- Experience with Salesforce or other Customer Relationship Management (CRM) software
- Proficiency in Microsoft Office, particularly Excel and PowerPoint