Charles Schwab

Relationship Manager

Charles Schwab

Westlake, TX, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Charles Schwab, our Relationship Managers serve as trusted advisors to our clients, helping them unlock financial potential and reach their goals. We are looking for a passionate and experienced professional who is excited to provide an outstanding client experience and build lasting relationships. To excel in this role, you must possess strong interpersonal skills and an understanding of financial markets and products. You must also have an entrepreneurial mindset and a drive to succeed. The ideal candidate will be knowledgeable in financial planning, have excellent problem-solving skills, and be able to quickly adapt to changing circumstances. If you have a passion for helping people and the ambition to drive meaningful results, we would love to hear from you!

Where is this job?
This job is located at Westlake, TX, USA
Job Qualifications
  • Ability to work independently and as part of a team

  • Excellent Communication And Problem-Solving Skills

  • Ability To Develop And Maintain Relationships With Clients

  • Strong Interpersonal Skills

  • Knowledge Of Banking Products And Services

  • Ability To Handle Multiple Tasks Simultaneously

  • Proven Track Record In Sales And Customer Service

  • Experience In The Financial Services Industry

Required Skills
  • Finance

  • Networking

  • Planning

  • Communication

  • Sales

  • Marketing

  • Negotiation

  • Leadership

  • customer service

  • Organization

  • Analytical

  • Problem-Solving

  • Technology

  • Relationship-Building

  • Market Knowledge

Soft Skills
  • Communication

  • Leadership

  • Interpersonal Skills

  • creativity

  • Organization

  • motivation

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Time-Management

Compensation

According to JobzMall, the average salary range for a Relationship Manager in Westlake, TX, USA is between $44,000 and $95,000 per year. The salary range varies depending on the experience level and specific qualifications of the individual.

Additional Information
Charles Schwab is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 4th, 2023
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About Charles Schwab

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started