Relationship Manager - Signature Estate & Investment Advisors, LLC

Los Angeles, CA

About the Job

Job Title: Relationship Manager
Employer: Signature Estate and Investment Advisors Inc.
Department: SIA
Reports To: Director of Relationship Managers
Effective Date: 5/1/2020

Responsibilities:

Manage and grow relationships with Advisors, providing tailored product solutions.

Conduct regular meetings to assess client needs and deliver exceptional service.

Collaborate with internal teams to ensure seamless execution of client strategies.

Monitor market trends and adjust portfolios accordingly.

Qualifications:

Bachelor's degree in Finance, Business, or related field.

3+ years of experience in relationship management or financial services.

Strong communication and interpersonal skills.

Proficient in financial analysis and portfolio management.

Source : Signature Estate & Investment Advisors, LLC

Relationship Manager - Signature Estate & Investment Advisors, LLC

Los Angeles, CA

About the Job

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