Bearing Point Capital LLC ยท 1 day ago
Senior Relationship Manager
Minneapolis, MN
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expBearing Point Capital, LLC is an SEC-registered investment adviser providing tailored wealth management services. The Senior Relationship Manager will manage client relationships, deliver financial plans, and oversee investment strategies to ensure a holistic approach to wealth management.
Financial Services
Responsibilities
Managing and nurturing client relationships
Serving as the primary point of contact for all client needs
Delivering financial plans
Overseeing investment strategies
Coordinating with internal and external experts to ensure a holistic approach to wealth management
Understanding client objectives
Maintaining up-to-date knowledge of financial regulations
Identifying opportunities for growth and service enhancements within the client portfolio
Qualification
Required
Strong skills in Client Relationship Management, Client Communication, and Relationship Building
Proficiency in Financial Planning, Investment Management, and Wealth Management strategies
Solid understanding of Tax Strategies, Charitable Giving, and Estate Planning
Knowledge of Financial Regulations, Compliance Strategies, and Industry Trends
Exceptional analytical, organizational, and problem-solving capabilities
Ability to develop and implement comprehensive financial solutions customized to client needs
Proficiency in CRM and financial management software systems
8+ years of experience in wealth management or financial services
Excellent interpersonal skills with a commitment to delivering outstanding client service
Preferred
Advanced credentials preferred: JD, CPA, CFP, CTFA, MBT, LLM
Company
Bearing Point Capital LLC
The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase