Private Client Relationship Advisor
Core
Administer client service and account operations for high net worth families and family offices, acting as a liaison between clients and Portfolio Managers.
Role type
Private Client Relationship Advisor
Builds
Client relationships and account maintenance for individuals, families, and family offices
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Trust and fiduciary account management, account administration, financial record maintenance, client communication, meeting management, tax information coordination, competitor product knowledge, customized analysis, cash processing
Preferred skills
Multi-generational family experience, process improvement, innovation
Technologies
Spreadsheets, client reporting systems
Responsibilities
Manage high net worth family and family office accounts, coordinate meetings, process cash transactions, prepare client communications and reports, collaborate with external advisors on tax matters, resolve client inquiries
Seniority
Mid-Senior, individual contributor