Relationship Advisor Job Description
Relationship advisor
provides financial advisory and investment strategies to high net worth individuals or companeis seeking wealth building strategies, products and services.
Relationship Advisor Duties & Responsibilities
To write an effective relationship advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included relationship advisor job description templates that you can modify and use.
Sample responsibilities for this position include:
Receive extensive training and mentorship from other successful Investment Relationship Managers at the firm
Start receiving high-net-worth clients from all across the US, building up the roster of clients you are personally responsible to serve
Gain advanced finance and capital markets education
Work in an open environment to support organic learning with autonomy to do your own work
Have an unconventional career path, with the potential to understand the industry from all angles
Have a salary with competitive bonuses based off your ability to retain clients
Account maintenance (opening new accounts, managing transactions, address changes)
Receive extensive training and mentorship from other successful Wealth Management Relationship Advisors at the firm
Receive extensive training and mentorship from other successful Wealth Relationship Advisors at the firm
Build relationships with clients’ external business professionals
Relationship Advisor Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Relationship Advisor
Typically a job would require a certain level of education.
Employers hiring for the relationship advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Business, Finance, Management, Financial Services, Education, Communication, Graduate, Marketing, Accounting, Associates
Skills for Relationship Advisor
Desired skills for relationship advisor include:
Investment products and services delivered
Operations supporting them and pertinent regulations affecting their delivery
Financial services products and services and client relationship management systems
External regulatory framework relevant to wealth management
Impact of macroeconomics/microeconomics/local market developments
Wealth planning and wealth products
Commercial bank deposit and cash management services
Financial services products and services and the client relationship management system
Broader financial investment business
Account reporting and cash management products
Desired experience for relationship advisor includes:
Document all client interactions in SalesForce
The physical requirements of this position are considered to be sedentary work (Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects
The noise level in the work environment is considered moderate (business office with co-workers, copiers, shredders, printers)
Conversant and knowledgeable on identifying the cash management products and services identify if an account structure change is needed to help a client optimize their finance teams automation
Partner with Senior RAs on calls day to day servicing of client requests
Bilingual English/Cantonese
Relationship Advisor Examples
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Relationship Advisor Job Description
Job Description Example
Our growing company is looking for a relationship advisor. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for relationship advisor
- Lead and participate in user acceptance testing efforts
- Formulates strategy to support division’s annual goals
- Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, swaps according to guidelines set by the Credit Policy Committee
- Responds to inquiries from clients and ensures resolution of service or operations problems
- Monitor and may participate in product implementation training
- May assist in client meetings and adhere to pre-call planning and post-call practices
- Facilitates the implementation of new processes, procedures and system changes
- Collaborates with the Service organization to promptly identify and address escalated client service issues
- Helps facilitate the onboarding of new clients new product or service implementations/conversions
- Mentor and coach direct reports through all stages of sales and relationship management
Qualifications for relationship advisor
- Conduct relationship research (primary and secondary) to identify the agendas of key targets in 4 areas
- Leverages the Social Media Center - Identify incremental opportunities for connection and outreach
- Create Contact Strategies for each target contact based on relationship research
- Integrate data and insights from Sales (GAMs and AEs) into the Contact Strategies for each target
- Update engagement and Relational Metrics (RQ, NPS) based on input from GAMs, and AEs
- Run reports to provide a 360 view of individual customers and to spot gaps in creating a seamless experience
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Relationship Advisor Job Description
Job Description Example
Our company is growing rapidly and is looking for a relationship advisor. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship advisor
- Manage and grow existing client relationships by influencing positive change in their operations, assisting in their growth and profitability
- Handling incoming advisor and client phone calls to provide operational expertise, share industry and organizational best practices, troubleshoot complex situations and resolve service issues
- Acting as a liaison between our internal support teams, including Sales, Risk Management, Trading, Retirement Accounts, Technology etc, and our advisors and clients
- Working together with our clients to problem solve and create a positive client experience
- Communicating and listening to create lasting business relationships
- Participate in a training program developed to equip you with the knowledge and confidence needed to succeed
- Gain financial services and RIA knowledge
- Develop and nurture business to business relationships
- Be provided with company sponsored training to obtain the Series 7 and
- Educating branch staff on identifying potential clients in need of cash management services
Qualifications for relationship advisor
- Must have a BA/BS in communications, public relations, marketing or related field of study
- Experience on customer research
- Strong written and verbal communication skills are a must! Verbal fluidity and the ability to translate data insights and personal/professional information into impactful executive communications
- Understanding of behavioral styles and how to develop personalized outreach for deeper customer connections
- Help create and execute customer-specific roadmaps to ensure a seamless experience
- Monitor and track all customer interactions
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Relationship Advisor Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of relationship advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for relationship advisor
- Responsible for having a strong knowledge of the portfolio to successfully analyze decisions made for the client
- Providing sales backup for the Senior Relationship Advisors, and may conduct joint sales calls with the SRAs
- Assisting with other duties from time to time
- Responsible for managing a team of Retirement Plan Specialists and Financial Advisors, including recruitment, performance management, and coaching
- Establish and drive individual and team goals based on department objectives with support of Director
- Exhibit a high degree of energy and influence to ensure individual and team goal achievement through motivation, coaching, demonstrate-observe-confirm, teaching
- Provide professional, comprehensive financial and retirement planning advice and guidance to clients
- Recommend and sell distributed products and services to clients
- Use consultative and persuasive sales skills to uncover client needs & increase number of accounts and assets under management
- Engage clients through inbound calls and follow-up outbound calls, e-mail and other approved media
Qualifications for relationship advisor
- Works and collaborates with ELT coordinators providing relevant data on customer (previous and future touch points, relevant info)
- Bachelor degree in journalism, communications, marketing or related field
- Strong relational competency with the ability to develop deep, enduring relationships with internal stakeholders with customers and partners
- Possess the vision to identify and rationalize touch points across the value chain collaboratively iterate new opportunities to drive value for strategic customers
- Builds relationships with business partners to proactively identify, report and solve performance opportunities in a moderately complex contact center environment
- Provides on-boarding support and training to new Managers and new hires on WFM tools and schedule processes
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Relationship Advisor Job Description
Job Description Example
Our growing company is looking for a relationship advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for relationship advisor
- Participate and support development of training and professional development workshops to increase product and industry expertise
- Ensure high client service and satisfaction standards are met
- Maintain required licenses and securities registrations via timely renewals and completion of required Continuing Education credits
- P & L responsibility for team
- Proactively build and strengthen ALPS’ relationship with Clients through regular interactions including telephonic meetings, visiting clients, and attendance at industry conferences
- You will be responsible for managing client relationships and having comprehensive wealth management and financial planning discussions
- You will be expected to assist in growing existing client relationships and acquire new client relationships
- Interfaces with clients for defined portfolio
- Builds and maintains strong relationships with organizational unit clients acting as partners to integrate and leverage technology
- Develops and communicates portfolio status for operational activities related to their area of responsibility
Qualifications for relationship advisor
- Utilizes business and strategic supplier data to identify gaps and provide recommendations
- Oversees internal business processes and information ensuring integration with strategic suppliers
- Reviews and analyzes invoices, validates accuracy, identifies trends and provides recommendations to leadership
- Maintains effective relationships with suppliers to ensure SLOs are met
- Provides on-call workload management support to operations
- Participates as SME in enterprise, LOB, or internal projects on workload strategies
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Relationship Advisor Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of relationship advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for relationship advisor
- Coordinates demand management for operational request, major enhancements and IT operational projects
- Facilitates prioritization discussions with business partners to ensure IT resources are focused on highest value work and adjusts with changing business drivers
- Works closely with clients to ensure issues are being resolved and ensures customer satisfaction throughout the IT service delivery transaction
- Responsible for effective delivery of IT services for a given client portfolio
- Facilitates escalation and resolution of IT issues on behalf of clients
- Meets with clients at their work location, evaluates client’s site specific technology requirements and support site specific IT activities
- Responsible for integration of IT team members and partners (Managed Service Providers, Infrastructure, Service Desk, End User Computing, Grid Services, Enterprise Architecture and Strategy, Service Delivery) to meet clients IT requirements and improve IT Services
- Consults with IT teams to provide input on operational dependencies and plan for the introduction of new services
- Delivering exceptional responsive service and guidance, and manage the advisor and client's satisfaction in accordance with established procedures
- Striving to add value while being courteous, professional and prompt in servicing advisors
Qualifications for relationship advisor
- 2+ years experience delivering results to management
- High level of computer literacy with command of office software including Outlook, Excel, Word, and familiarity with using database applications
- Work with vendors to understand whether vendor products will meet business requirements
- You hold a Bachelor’s degree in Information Technology, in Business or in a related field
- You hold a university degree or professional certification in finance
- You have a minimum of seven (7) years of experience in business analysis and working in projects