Job Description
Advance your career in Expert Private Wealth Management at Focus Partners, providing exceptional financial planning and advisory services. Focus on client advocacy and relationship management for successful outcomes.
In this influential role, you will ensure clients' expectations are surpassed through expert relationship management and tailored financial services. Your duties will include coordinating with investment professionals and Portfolio Managers to deliver comprehensive financial plans, including cross-border strategies for U.S. and Canada clients. Regular portfolio reviews and proactive advice will be key aspects of your responsibilities.
Key Responsibilities:
• Lead client relationship management efforts
• Create tailored financial plans for clients
• Ensure compliance through portfolio reviews
• Act as the clients' chief advocate
• Manage financial planning reports and processes
Requirements:
• Candid...
In this influential role, you will ensure clients' expectations are surpassed through expert relationship management and tailored financial services. Your duties will include coordinating with investment professionals and Portfolio Managers to deliver comprehensive financial plans, including cross-border strategies for U.S. and Canada clients. Regular portfolio reviews and proactive advice will be key aspects of your responsibilities.
Key Responsibilities:
• Lead client relationship management efforts
• Create tailored financial plans for clients
• Ensure compliance through portfolio reviews
• Act as the clients' chief advocate
• Manage financial planning reports and processes
Requirements:
• Candid...