Strong, privately owned Wealth Management firm with potential of Equity Options in the firm.
Client Service Institutional
in Financial Services PermanentJob Detail
Job Description
Responsibilities:
• Provide strategic advice for a broad array of individual, family and trust portfolio subjects.
• Manage client relationships in coordination with the Private Client team, including serving as the primary relationship manager in many instances.
• Create and/or actively participate in the development of strategic advice for clients firm wide in coordination with the Strategic Advisory and Private Client Portfolio Management teams.
• Maintain active contact with known referral source relationships and prospects and proactively develop new business opportunities. Act as self-starter capable of managing long-term relationships and initiating and cultivating new client relationships.
• Develop opportunities with existing clients to provide additional services and manage additional assets.
• Coordinate presentations of the firm’s strategic advisory capabilities, including developing content and managing meetings for prospective clients and their advisors.
• Participate in the development of new ideas, planning and execution of Private Client business development strategies with senior management and other team members.
• Demonstrate and implement knowledge of strategic tax planning as well as various asset classes and investment management styles, asset allocation techniques, and investment strategies.
• Operate independently with a high level of direct responsibility, while maintaining strong ties to the Strategic Advisory team.
• Develop the confidence and trust necessary to develop deep and lasting client relationships and to pursue prospective new business opportunities.
Personal Attributes
• Dedicated to the “client first” principles of the firm and must possess uncompromising personal integrity.
• High analytical expertise tempered by a strong relationship-building mentality.
• Strong interpersonal skills and a collaborative, team-oriented approach.
• Ability to deal effectively with a wide variety of people.
• Successful track record of developing new business.
• Excellent oral/written and presentation skills and attention to detail.
Qualifications:
• JD or CPA required.
• Significant experience with implementing wealth management planning strategies through 10+ years of experience either (1) working in a law firm or accounting firm on estate planning, wealth management, or business and tax planning, or (2) working in an investment firm on wealth management matters for high-net-worth individuals or entities.
• Sophistication and technical expertise to provide advice and guidance on a broad range of wealth management and strategic planning strategies
• Familiarity with sophisticated investment strategies.
• Ability to convey a consultative approach to client relationship management and business development and display a broad knowledge base to clients and referral sources.
• Ability to work in the New York office.
Required skills
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