Our client who is a family office is looking for a strong candidate with 2+ years of experience in ultra-high net worth wealth management, who has a passion for the investment management and client services. This role will play a critical role on the relationship management team.
Responsibilities:
- Prepare client balance sheets and do extensive analysis on assets
- Monitor client investments
- Manage quarterly portflio reports
- Perform ad-hoc analysis for clients
- Participate in trading activities
- Over-see tax data and documentations
Qualifications:
- 2+ years of ultra-high networth experience
- Understanding of asset classes, investment products, client customizations, and professional communication
- Interest in a client facing opportunity
- Bachelors degree in finance or related field
Compensation:
- $115,000-$125,000 + Bonus
