Relationship Manager occupation at CNI Consutling Inc. in San Mateo

CNI Consutling Inc. is at present looking to employ Relationship Manager on Mon, 07 Oct 2013 09:54:04 GMT. Job Description: Overview: Want to get out of the brokerage world but continue your finance career by joining a world class Investment Manager? Tired of financial sales? Our client, is a privately-held investment management firm who manages portfolios for high net worth private clients and some of the world's preeminent institutions. They've grown significantly within the financial services...

Relationship Manager

Location: San Mateo California

Description: CNI Consutling Inc. is at present looking to employ Relationship Manager right now, this occupation will be placed in California. Further informations about this occupation opportunity kindly see the descriptions. Job Description:Overview:
Want to get out of the brokerage world but continue your
finance career by joining a world class Investment
Manager? Tired of finan! cial sales?
Our client, is a privately-held investment management
firm who manages portfolios for high net worth private
clients and some of the world's preeminent institutions.
They've grown significantly within the financial
services industry over the past decade and are now
searching for highly talented finance professionals to
join their team as Investment Counselors in the
Portland, OR and San Francisco, CA Metro Areas.

Responsibilities:

  • Oversee Company’s high-net-worth client relationships
  • Communicate current market strategy and portfolio
updates to assigned clients
  • Act as the liaison between our affluent clients and
the Company’s investment decision-makers
  • Gain advanced finance and capital markets education
through our training and mentoring program
  • No prospecting, cold-calling or sales â€" Company
furnishes all ! of the clients

Qualifications:
  • 3-! 7 years of investment industry or financial services
success
  • Applicable finance experience and knowledge of finance
and capital markets
  • Bachelor's degree or equivalent combination of
education/experience
  • Efficient and organized time management skills
  • Dynamic communication skills
  • Articulate and charismatic with a highly professional
work ethic
Our client offers a competitive compensation package
including full medical benefits, dental/vision plan and
401k benefits as well as generous paid-time-off.
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER
- .
If you were eligible to this occupation, please email us your resume, with salary requirements and a resume to CNI Consutling Inc..

If you interested on this occupation just click on the Apply button, you will be redirected to the official website

This occupation starts available on: Mon, 07 Oct 2013 09:54:04 GMT



Apply Relationship Manager Here

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