Support upper management with client relations in providing a one on one relationship with their strong client base; High Net Worth Individuals/Families and Institutional Investors. The position offers the candidate the opportunity to work as a team and to learn and participate in the success of the firm. Meet with clients to review investment performance reports and provide financial planning support.
Duties Include:
- Meet with Institutional and High Net Worth Client Base
- Become the right hand contact for the firms client base
- Assist with any questions pertaining to their investments
- Prepare a detailed plan and portfolio to present to the client in face to face meetings
- Translate financial information to assist in the clients understanding
- Monitor the clients portfolio and assist the client with any questions or concerns
Requirements:
BBA or MBA, preferred concentration in Finance. Deep interest in and strong understanding of finance. Desire to educate and ability to simplify complex ideas. Strong quantitative and communication skills. CFP®, or a desire to pursue CFP® designation. This opportunity provides a strong base, bonus and benefit package. Relocation assistance.
For information call Patti Amaya @ (512)912-1900 Austin, TX Send resumes as a Word Doc to Patti@bgasearch.com
