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Our client is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 22 countries, with more than 3,400 employees worldwide. We serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and brokerage-related services tailored to our clients' unique needs. With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors. These collective insights drive innovation and better solutions, helping us keep our clients AHEAD OF TOMORROW®.
Our client provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives. distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. integrated approach allows the firm to tailor each client's portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on deep research expertise across asset classes and geographies.
We are looking for a Private Wealth Associate to work in a client facing role with a team of Financial Advisors for Private Wealth Management. This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity to partner with Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, Trust & Estate Planning, Retirement Planning, and Core/Discretionary Planning for high net worth clients and prospects.
A Private Wealth Associate will:
•Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
•Partner with team members to accomplish a common goal of providing exceptional service
•Interact with clients to support all aspects of their servicing needs related to the management of their relationship
•Interact and network with senior professionals throughout the firm to fuel career success
Private Wealth Associates will participate in a comprehensive and robust three-phase training program, spanning approximately three years. The Associate Development Program (ADP) will enable Associates to build a foundation of knowledge and develop skills needed to achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting. Content can include:
•In-depth industry training, as well as on proprietary investments, services, policies and procedures
•Advanced training on trusts & estates, wealth planning analytics, investment management philosophies, and financial management strategies
•A focus on client service excellence, partnership and sales training in order to strengthen the client experience
•Behavioral training geared toward the development of communication, leadership, and other professional skills
•Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role
The ideal candidate should have a bachelor's degree in business, finance or economics with excellence in academics and strong leadership experience. Candidates should either have two years of industry experience or be a recent college graduate with relevant internships.
We are looking for accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should be client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast paced atmosphere. They should also possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel are required.
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