The overall purpose for this role is to perform initial and annual investment reviews for all trust investment portfolios, perform initial and annual Registered Investment Advisor (RIA) due diligence for all managers on our platform, conduct quarterly exception monitoring and maintain watch lists for outstanding items. Support the team in improving overall investment process.
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.
Key Skills, Knowledge and Abilities: