Vice President Premier Relationship Manager

The Opportunity

We're looking for a Vice President Premier Relationship Manager, working in the Banking/Finance industry in Cupertino, California, United States.

  • Maximize profit and achievement of the growth of Premier client’s portfolio.
  • Develop existing and new relationships and build effective relationships with clients to retain and develop sustainable relationships.
  • Demonstrate excellent analysis and understanding of client needs, recommend appropriate products and services, and achieve closure of sales - this excludes the sales of investment and insurance products; refer to Premier Relationship Advisors and Premier Wealth Advisors.
  • Exclude the sales of Consumer Mortgage Products; refer to other specialized product areas, such as Consumer Mortgage, as required. Through disciplined portfolio management, develop strategies to increase wallet share of existing clients and actively manage a prospect pipeline.
  • Regularly meet with clients to understand and analyze their current and long term needs and help them achieve their goals.
  • Effectively use tools and information to drive client service delivery and Retail Banking and Wealth Management performance.
  • Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group.

We are offering Competitive Compensation and Benefits.

Our Client
Our client is an $11-billion global leader in talent solutions.  Matching great people in 60+ countries.  Focused on understanding clients, candidates, and employees. 

Delivering a quality experience.  Connecting growing companies with outstanding people.  People like you and businesses the world over.

The world’s leading companies and their 6,000 customers.  Creating growth opportunities for people.  Are you looking to accelerate change in your career?  Transform your skills?
Experience Required for Your Success
  • Bachelor’s degree or equivalent experience
  • 5 years proven and progressive financial services and/or retail sales experience or equivalent, including evidence of strong sales results and knowledge of insurance and investment products for referral purposes
  • Series 6, 63, Life and Health Insurance licenses required. On an exception basis, a 75 day contingency may be granted solely at management's discretion (this period is for self-study, with no client contact)
  • Licenses are required to discover and refer investment and insurance opportunities with potential and existing customers
  • Relationship management experience with high net worth customers or equivalent
  • Strong sales, communication, cross-selling, sales planning, mathematical, decision-making and analytical skills
  • Strong relationship management/building, customer service, time management and prioritization skills
What Do You Think?

Does your experience reflect what it takes to be successful in this role? Do the work and challenges get you excited about what's possible? Apply here.

Not exactly? Join Our Talent Community, and we'll let you know of additional opportunities.


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