Senior Relationship Professional

3 days ago


Miami, Florida, United States Avior Executive Search Full time

Company Overview

Avior Executive Search is a leading recruitment agency specializing in high-end placements for top-tier financial institutions.

Estimated Salary: $120,000 - $180,000 per annum.

Job Description:

We are seeking an experienced Senior Relationship Professional to join our team. As a key member of our client services division, you will be responsible for developing new business relationships with high net worth clients and expanding our existing portfolio.

Responsibilities:

  • Identify and pursue new business opportunities through targeted networking and outreach efforts.
  • Develop and maintain strong relationships with clients to understand their investment objectives and provide tailored solutions.
  • Work closely with senior management and investment advisors to stay up-to-date on industry trends and market developments.

Requirements:

  • Minimum 5 years' experience in client service and relationship management within the financial services industry.
  • Bachelor's degree and professional certification (CAIA, CFP, or CFA) preferred.
  • Excellent analytical and problem-solving skills, with the ability to communicate complex information to clients.
  • Familiarity with multi-custodial reporting systems and CRM software desirable.
  • Fluency in French, Spanish, and Portuguese a plus.

About Us

At Avior Executive Search, we pride ourselves on providing exceptional service to our clients and candidates. Our team of experts has extensive experience in the financial services industry and is dedicated to delivering results-driven solutions.



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