Client relationship manager Jobs in Costa Mesa, CA

Client Relationship Sr. Manager/Director

We are looking for a stellar Client Relationship Sr. Manager/Director experienced in High-Net-Worth investment sales management with a successful and verifiable track record. This role will report to partners and will be responsible for managing High-Net-Worth client relationship team, maintain and grow current client base, and increase AUM.

This is a full-time sales position that requires all-around dedication. The work location is in Irvine, CA.

What You'll do :

The Client Relationship Director is responsible for refining and expanding an HNW sales team in California initially and expand nationwide thereafter. You will create sales plans to generate revenue, collaborate with business development and marketing teams, lead the sales team to build a seamless process and procedure in prospecting and contacting potential investors, addressing their concerns and queries in a timely fashion to seal the deal and ensure client satisfaction and happiness.

Essential duties and responsibilities :

• Lead the sales team on effective sales strategy and sales performance.
• Craft roadmaps and timelines to maintain current client base and expand AUM per investor.
• Work with BD team to expand current Chinese speaking high net worth client-base.
• Improve client relationship management KPI design.
• Collaborate with the rest of the executive leadership team to steer overall company strategy, execution, and culture.
• Build, develop, and coach a team of top-notch sales talent.
• Provide feedback on key budgeting and investment decisions.

Who You are :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Demonstrated past exemplary achievements as a leader in HNI investment sales.
• At least two-year experience as a manager in personal banking, investment relationship and sales, and similar area
• Fluent in both English and Chinese
• At least five years of experience in the financial industry required
• Superb social networking capabilities.
• Ability to open targeted channels for prospecting.
• Familiarity with CRM platforms and strong negotiation skills.
• Entrepreneurial spirit and energetic personality.
• Familiarity with financial products, services, procedures, including stock markets, trusts, etc.
• Excellent organizational, interpersonal and communication skills, able to cope with complex situations.
• Good sense of compliance requirement.
• Strong sense of teamwork, proactive, and confident.
• Self-motivated and constantly improving on soft skills to meet job requirements.
• Demonstrated ability to identify and pursue new business leads.
• Demonstrated commitment to excellence and social consciousness.

NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Employee Benefits and Perks:

We offer a comprehensive benefits package:

• Opportunities for professional development and growth within an inclusive team environment.
• Medical, Dental, Vision, and Life coverage for employee and premium allowance/subsidy for employee's eligible dependents
• PTO (vacation and sick)
• 401(k) with Enhanced Employer Safe Harbor match
• 10 paid holidays in a year.
• Professional membership reimbursement
• Cell phone/technology reimbursement

Note: Benefits can and may change any time at the management's discretion and in compliance with applicable State and Federal laws.

Compensation:

Sr. Manager Level: $70 - $80k / Director Level: 80k - 100k Base pay (DOE) + performance bonus.

Qualified individuals can expect to make $200k - $300k /year.

Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Irvine, CA.

Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Beyond International is an at-will employer.