Senior Client Relationship Manager

EQ Private Wealth Advisors is dedicated to providing exceptional wealth management services, balancing logical, rational strategies with a deep understanding of the emotional connection clients have with their financial goals. Our approach centers on helping clients achieve lasting success by blending personalized financial guidance with compassion and care. We prioritize building trust and confidence in creating tailored strategies designed to turn dreams into reality. Located in the Palos Verdes Peninsula, CA, we stand by our clients through all life’s moments, offering strategic advice with unwavering focus on their best interests.

This is a full-time on-site role for a Senior Client Relationship Manager based in Palos Verdes Peninsula, CA. The Senior Client Relationship Manager will oversee building and maintaining strong client relationships, understanding their financial needs, and delivering tailored wealth management solutions. Responsibilities include planning and implementing strategies to meet client goals, offering advisory support, ensuring compliance with regulatory standards, and collaborating with internal teams to enhance client satisfaction and success. The role requires effective communication and a commitment to excellent client service.

• 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