First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.
We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.
First Republic Private Wealth Management delivers customized wealth management advice and solutions to a wide range of clients, including individuals, families, foundations, and organizations. Our mission is to listen and understand the needs of our clients, provide diverse "best of breed" alternatives, and deliver an unparalleled level of service. The Client Service team provides middle-office support to help investment professionals and clients meet their financial goals.
The New Business Associate will support the prospecting efforts of a high performing Wealth Manager, with the primary job function of providing a wide range of research and database management support to the business development team. This position requires strong research skills and an acute attention to detail.
Activities include: researching qualified leads connected to current clients and lead generation, managing cold outreach process through Salesforce, and track M&A activity and market trends, as related to prospecting.