First Republic Private Wealth Management delivers customized investment advice to individuals, companies and many nonprofit organizations. The firm’s professionals help clients develop integrated wealth management strategies through traditional investment management; digital, automated investment management; and brokerage custodial and trust services.
The Eagle Invest Advisor (EIA)will work in partnership with our management and research teams as the primary resource for clients needing investment advice via our automated, digital platform. The Eagle Invest Advisor will use the digital services as well as personal interactions to regularly communicate with clients about the market environment, investment strategy, portfolio results and general servicing requests.
Responsibilities of the EIA will range from acting as a main point of contact for individual clients to offering investment advice and ongoing portfolio management support as needed. As part of these responsibilities, the EIA will be expected to display proficiency with general portfolio theory and the operational and administrative aspects of portfolio construction and management. In addition, the EIA will have a high level of comfort using a digital platform.
The EIA will be expected to develop internal relationships with key business partners and display strong sales, marketing and communication skills. The EIA is expected to develop proficiency with Bank products and services in order to facilitate the identification of cross-selling opportunities with the Bank.
In executing these duties and responsibilities, the estimated time allocation for the successful candidate will be:
The Eagle Invest Advisor will be an ambitious team player with a sincere desire to undertake customized investment strategy and implementation for clients and to grow his/her client base. Equally important, the individual should demonstrate dynamic analytical and technical abilities, impeccable communication skills, be a strong team player and display a strong attention to detail.
The successful candidate will demonstrate: