First Republic Private Wealth Management is a dynamic and growing asset management firm. Our primary focus is to serve our private clients through customized portfolios and objective, personalized service. Responsibilities range from assisting Client Service Manager in providing daily oversight on a wide range of sales, service, administrative and relationship management support delivered by a team of Client Service Associates to participating in the development of Firm's policies and procedures, providing back-up support to the Client Service Manager as an Associate Client Service Manager, and assisting the Client Service Team in client specific projects.
A successful candidate will have a minimum of three plus years of experience in the financial industry working with high net worth individuals and families and have an enhanced understanding of industry regulations and compliance issues. Must have a desire and capacity to thrive in a dynamic, constantly changing global market environment. Must be able to exercise discretion and apply independent judgement with respect to matters of significance on a daily basis.
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: