• Client Relationship Analyst

    Job Locations
    US-CA-Los Angeles
    Wealth Management
  • Overview



    First Republic Private Wealth Management is a dynamic and growing asset management firm. We serve our private clients through customized portfolios and objective, personalized service.


    The Client Relationship Analyst acts as the first point of contact for current and prospective clients to analyze client's holdings and work closely with the Wealth Managers to help uncover and develop new business opportunities as well as create client appropriate asset allocation strategies, and collaborate with the Client Service Team in client specific projects. A successful candidate will have a minimum of five years of experience in the financial services industry and in working with high net worth individuals and families. Ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for research, diligence, experience in project management and impeccable organizational skills.


    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.



    • Strategically identify potential client opportunities from the Wealth Managers’ extensive networks, generating new leads and uncovering high-value opportunities. This process includes, but is not limited to, the valuation of deal sizes based on revenues and multiples, pulling from an extensive list of resources, and qualifying the individual to determine how much they individually are receiving from the transaction. Research and gather business intelligence about prospective clients and trends in investment opportunities. Participate in weekly research calls.
    • Prepare and send e-mails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team. Support Practice Management in all aspects of the sales cycle and oversee the potential client pipeline list.
    • Articulate customized asset allocation strategies and investment solutions for clients. Independently complete asset allocation studies and domestic/international equity and fixed income manager style analyses. Must be able to propose and implement asset allocation and changes to clients without supervision.
    • Work with Portfolio Managers to develop Investment Policy Statements for clients.
    • Prepare ad-hoc market environment and investment research. Establish and maintain the new business outreach process. Determine the most efficient research vessels, and work with the Portfolio Managers to implement them into the New Business strategy. Participate in internal research projects and special client assignments as needed.
    • Maintain the New Business process on a daily basis, using the host of research tools that they determine most useful to their position (Insideview, Wealth Monitor, Linkedin, Guidestar, D&B Credit analysis, Hoovers, CRB, FRB contacts, IB contacts).
    • Execute trades in client accounts.
    • Attend meetings and review portfolio activity and performance reports with clients.
    • Research and reconcile performance returns posted in internal systems which are not in line with benchmarks.
    • Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction.
    • Perform internal business analytics to support financial advisors in the growth of their business. Analyze and interpret portfolio performance reviews and make recommendations to financial advisors.
    • Proactively construct and implement recommendations and projects that will enhance operations, optimize automation, and increase the number of new meetings with prospective clients as well as improve team efficiency in day to day functions.
    • Partner with Wealth Managers and have the flexibility and creativity to respond proactively to the individualized needs of their assigned Wealth Manager and clients. Must be able to react to time pressure and difficult situations appropriately.
    • Assist the Wealth Managers in completing Requests For Proposals, including gathering data and working closely with the research, marketing and compliance teams for a timely delivery. Prepare targeted presentations that effectively communicate the team’s relevant experience and articulate our added value. Ability to understand marketing materials and differentiate between what is appropriate for the client needs.
    • Responsible for various reporting including weekly (cash balance, performance, asset allocation), quarterly (Client Statements, Performance, IPS), annual, and ad-hoc requests.
    • Collaborate with Portfolio Managers and the Client Service team on ad-hoc projects.
    • Perform duties and responsibilities specific to department functions & activities.
    • Performs other duties and responsibilities as required or assigned by supervisor.
    • Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.


    Skills, Knowledge and Abilities:

    • Minimum of a Bachelor’s degree in Finance or a related field. A Master’s in Business Administration is a plus.
    • 5+ years of experience in Financial Services (this requirement may vary).
    • Series 7 and 66 Licenses, Insurance licenses.
    • Desire to work hard and process in the investment management profession.
    • Strong analytical skills with the ability to synthesize information.
    • Ability to demonstrate knowledge and understanding of investment principles, strategies, policies, and regulations applicable to the Investment Management industry.
    • Strong presentation skills; comfortable speaking in front of clients and potential clients.
    • Proven self-starter with the ability to think and work autonomously.
    • Comfortable cold calling and prospecting new clients.
    • Strong ability to multitask, organize and prioritize.
    • Team player willing to help and learn from others.
    • Excellent written and verbal skills with careful attention to detail.
    • Proficiency in Microsoft office applications with an intermediate to expert skill level in Excel and PPT. 
    • Familiarity with NetX/APX a plus.
    • Desire to obtain and maintain a firm approved professional designation such as a CFP, CFA, CIMA or CRPC.


    Physical Requirements:

    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.


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