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Associate Director - Wealth Management

HireResources a Tailored Solutions Company (WO) Foster City ,CA
  • Posted: over a month ago
  • $80,000 to $100,000 Yearly (plus commission)
  • Full-Time
  • Benefits: medical, vision, 401k, dental, life_insurance
Job Description

We are looking for a motivated professional to join our Foster City-based team as an Assistant Director of Wealth Management. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:

·       Support to CEOs and Partners by providing service and support functions such as:

o   Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation

·       Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients

·       Construct performance and asset allocation reports along with the recommended portfolio changes

·       Provide exceptional service and devise customized financial strategies for existing/prospective clients

·       Provide investment advice to clients in meetings with CEOs and Partners (in some cases one-on-one with the client)

·       Interact with clients, supporting all aspects of their servicing needs;

o   Researching client inquiries, managing follow up communication and conducting quarterly performance reviews

Requirements

·      4-6 years of wealth management experience

·       Exceptional organizational skills, attention to detail

·       Exceptional written and verbal communications skills

·       Ability to think critically, anticipate issues and prioritize multiple projects

·       Familiarity with operational aspects of business (new account openings, disbursements, etc.)

·       Exceptional relationship buildings skills both inside and outside of the organization

·       Ability to work in a fast paced, high-volume, high-pressure environment

·       Experience with Salesforce is a plus

·       CFA, CFP CAIA designation is a plus

·     Bachelor’s degree is required

HireResources a Tailored Solutions Company (WO)

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