Relationship Manager (RM)

The (RM) will be directly involved with clients as assigned and will be responsible for: Management of client portfolios; analysis of investment portfolios; fulfillment of client expectations as agreed upon; reviews and re-balancing as assigned.

Category	: Finance
Location	: United States - Texas - Houston
Posted On	: Aug 25, 2009
Posted By	: Orr Financial Group
Employer	: Orr Financial Group
Job Type	: Employee
Education	: Bachelor's Degree
Views	: 139

Company: Orr Financial Group
Category: Finance
Position: Relationship Manager
Location: Houston/Victoria

Orr Financial Group (OFG), a high-end financial advisory firm, is looking for a Relationship Manager (RM) with the ability to outline an effective investment program and monitor its implementation, show an ability to review client reports, make and implement recommendations and follow up to ensure objectives are being met. Applicant must have worked in the Financial Industry for at least 2 years and have a proven ability to evaluate and design effective investment plans that achieve client goals.

Position Summary:

The (RM) will be directly involved with clients as assigned and will be responsible for: Management of client portfolios; analysis of investment portfolios; fulfillment of client expectations as agreed upon; participation in scheduled client meetings, reviews and re-balancing as assigned.

Specific Duties:

* Serve as the primary contact with clients.
* Schedule and participate in client meetings in accordance with the OFG client service model.
* Participate in client prospect meetings.
* Participate in client review meetings.
* Monitor managed portfolios.
* Research new investment products for managed portfolios.
* Responsible for cash inflow/outflow management.

Education Requirements including Licenses:

* Bachelor's Degree and 2-4 years of experience in the field or 5 years of equivalent experience.
* Must have Series 7, 63 and 65 or 66 licenses as required by management.
* CFP preferred or ability to obtain.

For Consideration, email resume to Coordinator@OrrFinancialGroup.com.

For questions, please contact Leslie at 713-513-7161.

Orr Financial Group
1330 Post Oak Blvd, Ste. 1600
Houston, TX 77056

www.OrrFinancialGroup.com