EQ Private Wealth Advisors · 1 day ago
Senior Client Relationship Manager
Palos Verdes Peninsula, CA
Full-time
Onsite
Senior LevelEQ Private Wealth Advisors is dedicated to providing exceptional wealth management services, balancing logical strategies with an understanding of clients' emotional connections to their financial goals. The Senior Client Relationship Manager will oversee building and maintaining strong client relationships, understanding their financial needs, and delivering tailored wealth management solutions.
Financial Services
Hiring Manager
Sean Khaligh, CFP®
Responsibilities
Oversee building and maintaining strong client relationships
Understanding their financial needs
Delivering tailored wealth management solutions
Planning and implementing strategies to meet client goals
Offering advisory support
Ensuring compliance with regulatory standards
Collaborating with internal teams to enhance client satisfaction and success
Qualification
Required
Expertise in Client Relationship Management, Strategic Planning, and Financial Advisory Services
Proven skills in Communication, Conflict Resolution, and Client Satisfaction
Strong knowledge of Investment Portfolios, Financial Planning, and Wealth Management strategies
Experience with Regulatory Compliance and Risk Management in financial services
Excellent organizational abilities and attention to detail to ensure seamless client support
Bachelor's degree in Finance, Business Management, or a related field; advanced certifications (e.g., CFP, CFA) are a plus
Ability to work collaboratively and independently in a fast-paced environment
Proficiency in financial platforms and software is beneficial
Company
EQ Private Wealth Advisors
Equanimity resonates with not only our personal approach to wealth management and financial growth, but also as an homage to the basic human experience of being emotional beings.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Sean Khaligh, CFP®
Founder & Sr. Wealth Advisor
Company data provided by crunchbase