Private Client Relationship Advisor
Core
Manage client service and account maintenance for high net worth families, family offices, endowments, and foundations, collaborating with Portfolio Managers.
Role type
Senior Private Client Relationship Advisor
Builds
Client relationships and service delivery for complex multi-generational families and institutions
Domain
Wealth Management / Private Client Services
Deliverable
client delivery
Required skills
client service, trust administration, fiduciary relationships, account maintenance, financial record keeping, client onboarding, transactional execution, reporting, problem-solving, decision making
Preferred skills
CTFA certification, finance or business degree, leadership, training junior colleagues
Technologies
null
Responsibilities
manage client service activities, collaborate with outside advisors (accountants, attorneys), organize client meetings, execute account maintenance (onboarding, transactions), resolve client inquiries, prepare client communications and reports
Seniority
Senior, 10+ years experience