UK Relationship Manager - TX

CNI Consulting • Dallas, TX

5d • Onsite

About The Position

Be the voice of our client to our high-net-worth clients in Europe, from our client's office in Dallas, Texas. You will spend your time educating each client on investment philosophy, explaining why certain decisions were made for their particular portfolio, and helping them understand events in the market—all to help each client stay on track to achieve their long-term goals. You will provide a valuable service, building relationships based on trust and the expertise that our client offers. You will receive support from internal departments to allow you to focus on providing unparalleled customer service. You can take off your “many hats” as a Financial Advisor and become an expert in service and education.

Requirements

• Finance experience
• Thorough understanding of the investment industry
• Desire to develop longstanding relationships as opposed to selling products or trading accounts
• Tremendous desire to explore new opportunities and challenges
• Continuously strive to put clients first

Responsibilities

• Educating each client on investment philosophy
• Explaining why certain decisions were made for their particular portfolio
• Helping clients understand events in the market
• Building trust with clients
• Providing unparalleled customer service
• Client relationship management
• Client education

Benefits

• 100% coverage of premiums for health, vision and dental insurance
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 9 paid holidays
• 8 week paid Primary Caregiver Parental Leave
• Cumulative, continuous learning and development framework customized for every employee

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed