Assistant Vice President, Treasures Private Client Urgent Search

Job Description

Description

The Assistant Vice President, Treasures Private Client will be responsible for managing a portfolio of high-net-worth clients, providing them with tailored investment strategies and exceptional service. This role requires a deep understanding of the financial markets and the ability to build strong client relationships.

Responsibilities

- Manage and grow the portfolio of high-net-worth clients in the Treasures Private Client division.

- Develop and implement tailored investment strategies based on individual client needs and market conditions.

- Conduct regular portfolio reviews and performance analysis for clients.

- Collaborate with internal teams to deliver exceptional service and solutions to clients.

- Stay updated with market trends and economic developments affecting client investments.

- Build and maintain strong relationships with clients to ensure long-term satisfaction and loyalty.

- Provide insights and recommendations to clients on wealth management and financial planning.

Skills and Qualifications

- Bachelor's degree in Finance, Economics, Business Administration, or a related field.

- 10-15 years of experience in wealth management, investment banking, or financial services.

- Strong understanding of financial instruments, investment strategies, and market analysis.

- Excellent interpersonal and communication skills, with the ability to build rapport with high-net-worth clients.

- Proven track record of managing client relationships and achieving sales targets.

- Strong analytical and problem-solving skills, with attention to detail.

- Ability to work independently and as part of a team in a fast-paced environment.