Private Banking Relationship Manager Job at Veritas Partners, Washington DC

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  • Veritas Partners
  • Washington DC

Job Description

Our client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their established team. The incumbent will be responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations.

Responsibilities:

  • Communicate with internal and external contacts including prospects and clients
  • Collaborate with outside advisors
  • Organize and manage client meetings from start to finish
  • Responsible for all account maintenance
  • Proactive resolution of client inquiries

Qualifications:

  • Bachelor’s degree required; degree in Finance or Business preferred
  • Minimum of ten years of relevant work experience
  • Experience with Trusts and Fiduciary-based relationships
  • CTFA preferred
  • Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC’s, limited partnerships, retirement accounts, and alternative assets
  • Understand fiduciary applications relevant to client relationships
  • Superior client service and communication skills

Job Tags

Full time, Work experience placement

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