Relationship Manager - Business Development (Financial Services)

  • The Pacific Bridge Companies
  • Pasadena, CA, USA
  • Jul 02, 2020
Full time Business Development Consultant Entry Level Finance Insurance

Job Description

The Pacific Bridge Companies is an unique international wealth management organization that offers a variety of valued international strategies through its related corporations and partners in insurance, investments, banking, tax, and the law. We're building something special and we're looking for the best and brightest to lead the charge as we are expanding our Ohana Network in the US and Asia.

The ideal candidate is an ambitious visionary who will be focused, have strong communication skills, and have the ability to think strategically. We're seeking those who aspire to be the best, work with the best, and share their very best for whatever part of the world it is needed. If you possess these characteristics and desire to be a part of something bigger than yourself, apply today!

Primary Role and Responsibilities

  • Identify new business opportunities and partnerships
  • Create Business Integration Proposals and Joint Marketing Proposals for potential partners and collaborators
  • Engage and maintain current partner relationships
  • Lead in business development for our partners to help them grow their business


  • Bachelor’s degree or equivalent experience
  • Experience in financial services industry preferred (banking, insurance, investment, tax, and law)
  • Ability to work independently and with others; with minimal supervision
  • Strong communication and interpersonal skills
  • Proven success of business development and production
  • Focused and goal-oriented
  • Possess an upbeat, positive, and proactive attitude
  • Entrepreneurial Mindset
  • Being bilingual is a plus!
  • Willingness to Travel