Client Manager I - MFO
Core
Primary point of contact for clients with complex needs, managing day-to-day activities, ensuring timely resolution of client needs, and maintaining high service levels to strengthen relationships.
Role type
Client Manager I (Wealth Management/Private Banking)
Builds
Client relationships and portfolio management services for sophisticated clients
Domain
Wealth Management / Private Banking
Required skills
Client relationship management, investment decision making, compliance adherence, portfolio rebalancing, client presentation creation, problem escalation, market trend analysis, project prioritization
Preferred skills
Wealth Management/Private Banking experience, Bloomberg Terminal proficiency
Technologies
Microsoft Office (Word, Excel, PowerPoint), Bloomberg Terminal, DI CRM
Responsibilities
Serve as primary support for client relationships with little oversight; act as first point of contact for client questions; partner with RMs on presentations; manage CAs, PCAs, and AAs; oversee onboarding of client relationships; independently own accounts and make investment decisions; create and present portfolio review materials; ensure compliance with Investment Policy Statements and KYC requirements; oversee account maintenance and documentation.
Seniority
Mid-level, hands-on IC