Description
The ideal candidate will be responsible for maintaining and growing our client base of high-net-worth investors. You must be well-versed (not yet an expert) in all aspects of wealth management. You must be able to develop new relationships and cultivate stronger relationships with clients and affiliates. You will assist our clients with managing their financial futures by leveraging WrapManager’s innovative methodology, while creating value for the client. You will preserve the highest levels of quality, professionalism, profitability and client retention for which WrapManager is known.
Responsibilities
- Partner with team members to provide high-quality, timely response to prospective clients
- Develop and present investment proposals, including coordinating new funding, additional contributions, withdrawals and transitions
- Field day-to-day requests from new clients regarding private accounts, procedures, funding activities, and new assets
- Build trusted relationships and provide the same exceptional level of service clients have come to expect
- Manage costs, risks and returns associated with client portfolios
- Participate in special projects that may have an impact across all lines of business
Required Skills/Experience
- BA/BS in Economics, Finance, Accounting, or related field
- Minimum of 2 years managing assets or advising clients (investments)
- Strong quantitative aptitude, with demonstrated analytical ability
- Maturity and exceptional judgment dealing with high-net-worth clientele
- Enthusiasm for and skill in conveying ideas to savvy investors
- Exceptional written and verbal communication
- Organized, with strong time-management skills
- Demonstrated ability to synthesize information and summarize issues
- Proficient in Microsoft Office and have the ability to learn new applications
- Series 7, 63 and/or 65 and 66 licenses desirable, but not required
Location
San Francisco, CA