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Relationship Manager Full-time Job

2 weeks ago   Human Resources   Los Angeles   6 views Reference: OpnelYogaKB
Job Details

About the job

The ideal candidate will be responsible for a true relationship management executive to take over existing UHNW clients. This involves BD but certainly not BD focused only,


  • Dialogue with our clients to understand their business objectives and challenges
  • Analyze clients' data and provide strategic recommendations to clients
  • Present value-proposition to sales leads and current customers
  • Prospect for new sales leads and close sales


  • 7-10 years in the UHNW space
  • Planning, Relationship Management.
  • CFP
Company Description
At Coda, we believe the best way to serve our clients is through an inclusive and personalized approach. Were not order-takers, were consultants. Our clients and candidates receive white-glove treatment; in-depth interviews that explore, evaluate and evolve into solid solutions in order for them to find the perfect match for their career or staffing needs.
We have access to a large network of talented professionals and industry leaders that provide unlimited opportunities for our clients.
Simply put, we match the most talented business professionals with nationally-recognized industry leaders, specialized boutique firms and international organizations.
Our services are tailor-made and our primary focus is to bring talented people to talented organizations. We take the extra step. We build lasting relationships with our clientsyoure not a number in a database, youre the reason for our success.