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Atlantic Wealth Management, LLC, is an independent, full-service investment management firm focused intently on the growth and protection of our clients’ hard-earned wealth through our established process. We value lifelong relationships while providing the highest level of personal service and intimacy one would expect from a boutique financial services firm. By first understanding what is truly most important to each of our clients and their family, we can then develop a plan designed to last for generations. It is our belief that we are called to be the light in our community by loving and caring for others. Our faith in God forms the cornerstone to everything we do – personally and professionally.
We are looking to add a Relationship Manager (RM) to our team. The RM is an implementer and will manage 100-175 relationships. In effect, they manage the assigned clients’ portfolios as if he/she is the Financial Advisor (FA) (similar to a PA for a Physician and a Paralegal for an attorney).
RM will manage assigned client relationships and provide excellent service to ensure overall objectives are met related to clients’ financial goals.
RM Qualifications
The qualified candidate will possess the following traits:
RM Background: consider candidates who might be:
RM Compensation
RM Accountability
~This company works in partnership with Remarkable People Solutions to fill this position. Any communication from RPS is done on behalf of this company. All positions are direct hire positions with this company and not with RPS~
Job Type: Full-time
Pay: From $75,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Work Location: In person
Full Time
Business Services
$69k-92k (estimate)
04/15/2023
05/10/2024
myatlanticwealth.com
MOREHEAD CITY, NC
100 - 200
2014
Private
GREG PATTERSON
$10M - $50M
Business Services
The job skills required for Relationship Manager include Financial Services, Client Relationship, Professional Development, Communication Skills, Leadership, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Manager positions, which can be used as a reference in future career path planning. As a Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Manager. You can explore the career advancement for a Relationship Manager below and select your interested title to get hiring information.
If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Relationship Manager job description and responsibilities
Analyzed personal and financial data to deepen current profitable client relationships while providing financial advice and counseling to all bank customers.
03/13/2022: Brownsville, TX
These relationship managers should be made use of for only banking transactions such as draft making, account statement etc.
02/06/2022: Long Beach, CA
Maintaining strong relationships with clients to build trust.
02/17/2022: Chico, CA
Too often a relationship manager fails to really understand the customers' business.
02/24/2022: New London, CT
Relationship Managers are responsible to build client relationships with various business clients and customers.
02/19/2022: Orange, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Relationship Manager jobs
Strong communication and coordination skills are needed for facilitating better relationships with clients and other partners.
12/19/2021: Cheyenne, WY
Complex relationships will be managed, structured, underwrited, negotiated, and secured with es structure, underwrite, negotiate and manage complex credit relationships.
02/15/2022: Alamogordo, NM
They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/12/2022: La Crosse, WI
Get comfortable speaking to people.
02/11/2022: Grand Rapids, MI
Following up with clients and delivering quality service to paid members and working closely to maintain a good rapport with them.
02/14/2022: Columbus, GA
Step 3: View the best colleges and universities for Relationship Manager.