Vice President, Client Relationship Manager
This a Full Remote job, the offer is available from: United States Description The Vice President, Client Relationship Manager is responsible for providing the highest level of wealth management services to reputed company’s clients. Working hand-in-glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Vice President, Client Relationship Manager will directly support the Senior Wealth Manager’s existing book of clients, acting as an essential and indispensable resource to both reputed company clients and the Senior Wealth Manager. reputed company’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. reputed company offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. Duties and Responsibilities - Serve as a main reputed company of contact for the Senior Wealth Manager’s client reputed company; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up - Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax reputed company documents, completing financial analyses, and creating presentation and proposal materials for meetings - Coordinate the deployment of investments for new client allocations and portfolio rebalances - Execute and reconcile trades as directed by the Senior Wealth Manager - Address client cash management needs to ensure sufficient funds are available to meet investment requirements - Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies - Set prospective and existing client appointments for the Senior Wealth Manager - Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system - Prepare reports and materials for client reviews Requirements - Bachelor’s degree - 2+ years of experience in the wealth management industry or reputed company field - 2+ years of experience in a client-facing reputed company - CFP We are an equal opportunity employer. reputed company applicants will be considered for employment without attention to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against reputed company applicants with arrest or conviction records. #LI-JM1 This offer from "reputed company" has been enriched by reputed company.com and got a 72% reputed company score. Apply tot his job Apply To this Job