Private Client Relationship Advisor

Job Description

Job Description

Private Client Relationship Manager

Summary :

Independent investment management and strategic advisory firm is seeking a Private Client Relationship Manager. The firm is committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The ideal candidate is hungry to pursue a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess the professional maturity to handle confidential and delicate client issues.

Responsibilities :

• Responsible for all aspects of administration and client service for high net worth families and family offices
• Effective communication with both internal and external contacts including prospects and clients
• Understanding of trusts, foundations and LLC structures
• Organize and manage meetings from start to finish
• Establish effective working relationships with colleagues and external contacts
• Account maintenance (opening new accounts, managing transactions, address changes, etc.)
• Understand basic fiduciary issues relevant to client relationships
• Proactive resolution of client inquiries – direct client contact
• Handling / supervision of cash processing for assigned accounts
• Collaborate with outside advisors concerning client's personal, trust and other entities tax information
• Prepare letters and other client communications
• Complete customized analyses and spreadsheets for specific projects
• Process customized client reporting
• Strong understanding of competitor and industry products and services
• Successfully cultivate strong relationships with functional groups across the firm

Qualifications :

Bachelor's degree and minimum of ten (10) years of relevant work experience

Compensation :