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.
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.
Skills, Knowledge and Abilities: