Fidelity Investments
Offering Investment
Write a review
3 years ago
Contract type
Unlimited employment
Seniority level
Mid-senior level
Work amount
90% till 100%
Work area
- Accounting & Finance
- Audit
- Investment Managment
- Investment Consulting
- Analyst/Research
- Trading
- Derivatives Structuring
- Portfolio Management
- Research
- Sales & Marketing
- Communication/PR
- Advisory
- Banking
- Branch and Retail Services
- Wealth Management
- Relationship Management
- Corporate Financing
- Investment Banking
- Corporate Banking
- Insurance services
- Investment
- Investment Plan Sponsor
- Risk Management
- Back Office
- Trading & Payment
- Fund Administration
- Custody
- Legal & Compliance
- Legal Structures & Inheritance planning
- Audit
- Compliance Regulatory
- HR & Recruitment
- Recruitment
- Information Technology
- Software
- Hardware
- Sales & marketing
- Event organizer
- Investor relations
- Advertising
- Communication
Required languages
English
Please refer to SmartMoneyMatch in your application
Relationship Manager - Dublin, CA Job Description: We believe as a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For A college degree is encouraged yet not required 1-3 years in financial services with an emphasis in customer service Sales experience and knowledge of the financial markets and products Strong social skills and the ability to deliver highly personalized service to each client Thrive in a compliance driven, dynamic, and deadline driven environment Ability to think creatively and be comfortable making decisions A series 7 and series 63 license that are current and in good standing You will obtain a series 65 license within 90 days of hire The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client's needs top of mind. The Skills You Bring You are able to drive targeted appointments that improve engagement with clients You give specialized service and standout experiences to your clients You are sales focused and knowledgeable about financial planning You are known for your excellent communication skills both written and verbal You have a vested interest in being an advocate for your clients You are professional with a polished communication style compatible with high net worth clientele
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