Base: $32,240.00-$70,000.00; bonus/equity: not spe...
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Manage and deepen client relationships
Collaborate with investment team
Evaluate investment opportunities
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Willenborg Wealth Management is seeking a self-motivated Client Relationship Manager with a strong focus on client relationships and investment strategies. The ideal candidate should possess relevant experience, effective communication skills, and a willingness to grow within a remote work environment.
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Job Summary
Manage and deepen client relationships with effective communication and personalized attention in every interaction.
Collaborate with investment team to develop models and strategies aligned with client objectives.
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Matching Summary
Match Score: 75
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Willenborg Wealth Management is seeking a self-motivated Client Relationship Manager with a strong focus on client relationships and investment strategies. The ideal candidate should possess relevant experience, effective communication skills, and a willingness to grow within a remote work environment.
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Salary
Base: $32,240.00-$70,000.00; Bonus/Equity: Not specified; Benefits: Not specified