Private Banking Relationship Manager
veritas partnersWashington, DC
3 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
Our client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their established team. The incumbent will be responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations.
Responsibilities:
Communicate with internal and external contacts including prospects and clients Collaborate with outside advisors Organize and manage client meetings from start to finish Responsible for all account maintenance Proactive resolution of client inquiries
Qualifications:
Bachelor’s degree required; degree in Finance or Business preferred Minimum of ten years of relevant work experience Experience with Trusts and Fiduciary-based relationshipsCTFA preferred Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC’s, limited partnerships, retirement accounts, and alternative assets Understand fiduciary applications relevant to client relationships Superior client service and communication skills
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JOB OVERVIEW
Experience level
Senior
Location
Washington, DC
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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