Relationship Management Officer â€" Wealth Advisory
Location: Wilmington, Delaware
Description: Glenmede is employing Relationship Management Officer â€" Wealth Advisory right now, this occupation will be ordered in Delaware. Further informations about this occupation opportunity please read the description below. Description:
The Relationship Management Officer â€" Wealth Advisory is part of an interdisciplinary private client wealth management team responsible for goals-based wealth management, effective trust administration, and overall excellence in client experience. This position will provide day-to-day client management for designated relationships, and will provide Wealth Advisory service and support for other designated relationships. The scope of responsibilities include relationship management, fiduciary and account administration, wealth advice, and other functions as required to ensure excellent relationships with clients and business partners, and success with firm-wide initiatives.
Responsibilities:
- Fiduciary and Account Administration: Serve as fiduciary advisor for designated clients, including preparing summaries and recommendations for discretionary actions, communicating with trustees and beneficiaries, administering special assets, preparing annual trust reviews, preparing and maintaining Client Wealth Objectives, and ensuring that fiduciary standards and practices are observed at all times. In addition, provide daily administration for trust and investment accounts, including transaction management and/or execution, overdraft and tax lot management, account opening, set-up and funding, account termination, and other administrative functions in support of Relationship Management team clients. Consult with Fiduciary Practices Committee, Trust Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys and CPAs as appropriate.
- Relationship Management and Client Service: Manage designated client relationships and provide client service and support for moderately complex to complex relationships as a part of an interdisciplinary Relationship Management team. Identify client needs, address client concerns, resolve issues (with guidance from senior officers where appropriate) and respond to client inquiries while keeping relevant parties involved. Effectively communicate with clients, external partners and colleagues regarding fiduciary, tax, legal, administrative, investment and other wealth management matters. Plan and prepare for client meetings, including pre-call, preparation of meeting materials and post-meeting follow up.
- Wealth Advisory: Exhibit strong knowledge of relevant aspects of wealth advisory for all account types and provide client-appropriate advice, with guidance from senior officers where appropriate. Prepare Wealth Advisory materials for client meetings in collaboration with Wealth Planning, Portfolio Management, Tax and other team members, including relationship summaries, goals-based wealth plans and trust synopses. Analyze and interpret relevant legal documents including wills, trusts, agreements and entity documents, and explain to clients basic to moderately complex estate, tax and financial plans (including net worth, cash flow, and Monte Carlo analysis).
- Firm Building: Participate in special projects and firm-wide initiatives to deepen understanding of multidisciplinary wealth management practice areas, create effective working relationships with colleagues and peers across the firm, and to develop effective presentation skills. Collaborate with colleagues and associates across the firm to enhance best practices, engage appropriate resources and foster strong team dynamics. As part of an integrated wealth management team, hold a basic understanding of asset classes, allocation, risk and Prudent Investor standards, as well as Glennede’s investment philosophy and process, with the ability to effectively communicate relevant basic principles to clients. Participate in new business development and presentations for prospective clients, develop referrals and expand client relationships, cultivate your professional network consistent with Glenmede’s reputation and business goals.
- Perform other duties as required by the position.
- Bachelor’s degree required. Advanced degree/certification preferred. (JD, MBA, CTFA, CFP, CPA)
- 3+ years’ experience in financial services, preferably in a fiduciary operating environment or in a wealth management, law or accounting firm. Knowledge of trust management, financial planning, philanthropic planning and fiduciary law.
- Strong verbal and written communication skills for effective interactions with clients, colleagues and external advisors.
- Detail-oriented, especially with financial calculations and administrative requirements. Full understanding of client privacy and confidentiality. Superior team orientation.
- Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney, InvestEdge)
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If you were eligible to this occupation, please give us your resume, with salary requirements and a resume to Glenmede.
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This occupation will be started on: Mon, 22 Jan 2018 16:28:02 GMT