Job summary
Job post source
This job is from a recruiting firm hiring for a separate company
Job overview
The Senior Relationship Manager will develop new client relationships and maintain existing ones, focusing on high-net-worth clients with complex investment needs.
Responsibilities and impact
Daily responsibilities include cultivating networks to attract new clients, maintaining ongoing relationships with existing clients, and collaborating with internal teams to analyze client needs and implement investment strategies.
Experience and skills
Candidates should have a minimum of seven years of relevant experience in finance or related fields, proven relationship-building skills, and a strong academic background.
Company information
The client is a boutique investment management firm with over $600 billion in assets under management, known for its client-focused approach and local market expertise.
Job location and travel
Nationwide opportunities available in major cities including New York, Philadelphia, and Los Angeles.
Company overview
Avior Executive Search, Inc. is a specialized recruitment firm focusing on executive-level placements across various industries. They generate revenue by partnering with organizations to identify, attract, and secure top-tier leadership talent, often through retained search agreements. Founded with a commitment to personalized service and deep industry expertise, Avior has built a reputation for its rigorous search process and high success rate in matching executives with roles that drive organizational success. Understanding their emphasis on long-term client relationships and bespoke search strategies is crucial for any potential candidate.
How to land this job
Tailor your resume to emphasize your extensive experience in relationship management, particularly with high-net-worth and ultra-high-net-worth clients, showcasing your ability to cultivate and maintain relationships with centers of influence.
Highlight your proven track record in developing new clients and managing complex investment needs, as these are key responsibilities for the Senior Relationship Manager role at Avior Executive Search, Inc.
Apply through multiple platforms including Avior's corporate site and LinkedIn to maximize your visibility and increase your chances of securing an interview for this position.
Connect with individuals in the wealth management division at Avior Executive Search, Inc on LinkedIn, and consider ice breakers such as asking about their recent projects or expressing interest in their approach to client relationships.
Optimize your resume for ATS systems by incorporating specific keywords from the job description, such as 'relationship management,' 'high-net-worth clients,' and 'centers of influence,' to ensure your resume passes initial screenings.
Utilizing Jennie Johnson's Power Apply feature can streamline your application process, allowing you to focus on networking and preparing for interviews while ensuring your applications are tailored and submitted through the best channels.
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