Client Advisor / Relationship Manager
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POST DATE 8/27/2016
END DATE 12/19/2016
New York, NY
JOB DESCRIPTIONThis is an exciting opportunity in downtown New York City in a well established firm where our client is seeking a bright Client Advisor to serve as a liaison between areas in tax, finance, investments, risk management, legacy and trusts, custody, and other senior advisors.
This position requires assisting in investment management activities including but not limited to re-balancing accounts, asset allocation, trades, and investment performance. Candidate must be experienced in trust preparing and reviewing and preferably have tax knowledge. Experience dealing with high net worth clients is a must. Good communication skills with clients is also needed as well as some experience in financial planning.