Assistant Vice President Premier Relationship Manager

The Opportunity

We're looking for an Assistant Vice President Premier Relationship Manager, working in the Banking/Finance industry in San Francisco, California, United States.

  • Maximize profit and achievement of the growth of 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.
  • 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.
  • Build a high personal and corporate profile in the community in which you are based.
  • Develop network of group and external professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand.
  • Represent the company on community organizations and activities to enhance the company's image and promote and develop additional business through the development and expansion of referral sources.

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 of 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
  • Relationship management experience with high net worth customers or equivalent
  • Series 6, 63, Life and Health Insurance licenses required. On an exception basis, a 60-day contingency may be granted solely at management's discretion (this period is for self-study, with no client contact)
  • Strong sales, communication, cross-selling, sales planning, mathematical, decision-making and analytical skills
  • Strong relationship management/building, customer service, time management and prioritization skills
  • Broad knowledge of financial services products and services
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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