• Wealth Management Client Service Director

    ID
    2018-6550
    Job Locations
    US-CA-Los Angeles
    Category
    Wealth Management
  • Overview

    We are looking for a highly motivated professional to join our Los Angeles-based team as a Director in the Client Service organization. The Director will work closely with the existing team to manage and lead important elements of the client relationship.

    First Republic Investment Management (FRIM) is an SEC-Registered Investment Adviser (RIA) owned by First Republic Bank. Our team within FRIM traces its roots to Luminous Capital, a fast-growing independent RIA that was purchased by FRIM in December 2012. We work exclusively with high net worth clients. Typical clients include entrepreneurs, corporate executives, non-profits, and partners in venture capital, private equity, real estate, and law.

    Our team consists of 18 individuals, including one Wealth Manager and 17 supporting team members. The Director will work closely with support Associates and a Vice President, as well as the Wealth Managers, to support our team’s client relationships. 

    Additional information:

    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.

    Responsibilities

    Duties & responsibilities include, but are not limited to:

    • Support Wealth Managers by providing service and support functions such as portfolio analysis, account creation and maintenance, money movement, and client/prospect meeting preparation
    • Participate in client meetings to review investment performance, discuss asset allocation, and introduce new potential investments
    • Collaborate with and lead fellow team members in providing exceptional service and devising customized financial strategies for existing and prospective clients
    • Interact with clients, supporting all aspects of their servicing needs related to the management of their relationship, researching client inquiries and managing follow up communication and materials
    • Enter trades on behalf of the client, either alone or at the direction of another team member
    • Construct client performance and asset allocation reports along with recommended portfolio changes

    Qualifications

    • Bachelor’s Degree in Finance or related area
    • The ideal candidate must have at least 5 years of industry experience,
    • Enjoy working with clients and have strong relationship building skills (both internal and external)
    • Have exceptional organizational skills,
    • Capable of prioritizing multiple projects.
    • Strong attention to detail
    • Ability to think critically and anticipate issues,
    • Excellent communication skills (both written and verbal), relationship-building skills
    • Self-starter with an entrepreneurial spirit

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed