UK Relationship Manager - TX

CNI Consulting Inc. • Dallas, TX

7d • Onsite

About The Position

Be the voice of our client from our client's office in Dallas, Texas to our high-net-worth clients in Europe. 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.

Nice To Haves

• An assigned roster of high–net-worth clients.
• Advanced finance and capital markets education through their training and mentoring program.
• Internal portfolio decision-makers and auxiliary research teams who handle the portfolio.
• Ongoing career development.
• Opportunities for advancement driven by performance and attitude.
• Competitive compensation that aligns your interest with the client’s.

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 relationships based on trust and expertise.
• Providing unparalleled customer service.
• Focusing on client relationship management and 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