Responsible for partnering with the Private
Bankers and Trust Officers on implementing Investment strategies for client
Develop new business through referrals from
existing clients and their intermediaries.
Establish and maintain long-term
relationships with prospective and existing client base.
Accurately assess clients’ investment
needs, define and implement investment strategies accordingly, using equity,
fixed income and/or balanced portfolios.
Ensure that clients’ needs are met, to
include communications, reporting, scheduling meetings as necessary, etc.
Proactively develop new business
opportunities and referrals from existing client base and their
Collaborate with sales force by referring
appropriate leads and attending sales finals as necessary
Undergraduate degree, MBA and/or CFA
At least 3 years of experience as an
NASD licensing requirements: Series 7, 63.
Demonstrated experience in establishing and
maintaining long-term client relationships with high net worth individuals,
as well as developing new business opportunities.
Excellent communication and interpersonal
Ability to manage large book of
approximately 250 clients.
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info call Bernard at 212-385-0717
Or e-mail: firstname.lastname@example.org