Description
The ideal candidate will be responsible for growing assets under management from our existing client base of high-net-worth investors. You must be experienced in several aspects of wealth management. You must be able to cultivate trusting relationships with clients. 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 day-to-day inquiries from clients regarding private accounts, procedures, funding activities, and new assets
- Monitor the performance of our client’s investments and their progress toward their goals
- Develop and present customized investment proposals, including coordinating funding, withdrawals and transitions
- Build long-term, trusted relationships and provide an exceptional level of service
- 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 5 years advising clients (investments)
- Strong quantitative aptitude, with demonstrated analytical ability
- Demonstrated ability to gather information and offer tailored solutions
- Maturity and exceptional judgment dealing with high-net-worth clientele
- Enthusiasm for and skill in conveying ideas to savvy investors
- Entrepreneurial perspective and a zeal for learning
- Exceptional written and verbal communication
- Organized, with strong time-management skills
- Proficient in Microsoft Office and have the ability to learn new applications
- Series 7, 63, 65 and 66 licenses
Location
San Francisco, CA