Sr. Relationship Associate - Wealth Management
Brown Brothers Harriman - Chicago, IL
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Org Marketing Statement
Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for almost 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Corporate Banking, Mergers & Acquisitions Advisory, Investment Management, Wealth Management, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia.
BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives.
This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence.
As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.
BBH is an affirmative action, Equal Employment Opportunity employer.
At Brown Brothers Harriman our purpose is straightforward:
to protect and grow our clients wealth. Our approach is what sets us apart. We start with a deeply held investment culture and combine that with insightful, integrated wealth planning and exemplary service to give our clients the most thoughtful and comprehensive long-term investment experience possible. Our clients' experience with us is under pinned by a tradition of stability and longevity created by our partnership structure.
We manage wealth according to a strong, disciplined investment philosophy that is focused on capital preservation and long-term ownership. We are value investors. We insist on knowing exactly what we own and why we own it. This leads to transparent and comprehensible investment strategies that give our clients confidence in their investments at BBH.
Our client relationship teams are responsible for maintaining and growing an existing book of business. The Chicago Relationship Management team supports approximately 40 relationships and $700 million of assets and is comprised of Relationship Managers (RM), Senior Relationship Associates (Sr. RA), Relationship Associates (RA) and an Administrative Assistant (AA).
All members of the team have client contact. The RM works with the clients to formulate strategy but devotes the majority of their time to developing new business. The Sr. RA implements each client's strategy and, with the assistance of the AA, is responsible for satisfying the needs of the clients. Specific responsibilities may include repositioning portfolios, ensuring compliance, introducing credit and trust professionals, opening accounts, receiving assets, fulfilling gifts, etc..
To be effective in this position the candidate must have knowledge of capital markets, portfolio management, income taxation, and trusts, and must have outstanding written and verbal communication skills to interact with and report to a demanding high net worth and institutional clientele to ensure a high level of client satisfaction.
Bachelors degree and 4-5 years of relevant experience in a client facing role, or 2-3 years of experience with demonstrated interest in Wealth Management through pursuit of CFA or CFP designations or a Masters degree with a concentration in finance or investments.