Job Description: The successful candidate will be required to develop and manage high net worth client relationships and portfolios. He/she will work closely with a team of wealth management professionals and other Wetherby team members to provide excellent service to Wetherby clients.
The functions and responsibilities of this role may involve:
Managing individual relationships with high net worth clients, which includes:
Establishing client relationships
Gathering client data, both quantitative and qualitative, and working with clients in understanding and defining their financial planning and investment needs and objectives
Reviewing and analyzing a client’s current financial situation and being able to advise on investment strategy, income tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management and education funding
Identifying potential issues the client may have, explaining financial planning concepts, clarifying client goals and preparing financial plans
Designing long-term investment strategy and appropriate asset allocation with clients, as well as implementing and monitoring investment portfolios and asset allocations
Developing new client relationships and supporting Business Development efforts
Participating in Investment Committee meetings and decisions.
Qualifications: This is a high-level position which requires at least 10 years of investment advisory experience. This person should have experience working with clients whose assets are in excess of $5 million. He/she should have depth of knowledge in at least one key area of financial planning. This person should also have excellent time management, organization, communication and interpersonal skills, and be able to take immediate ownership of their work. A proactive approach to problem solving and the ability to multitask are also important.
Please submit a resume and cover letter in response to this job posting.
About Wetherby Asset Management
Wetherby Asset Management is a San Francisco-based wealth management firm founded in 1990. The firm is 100% privately-owned and currently has 67 employees. Minimum account size is $10 million and our assets under advisement total over $4.5 billion. Wetherby provides wealth management services to individuals, family groups, pension plans, foundations and endowments. Wetherby takes a disciplined approach to managing assets and is dedicated to providing our clients with the highest level of service, and investment and wealth planning expertise. Wetherby is a B Certified Corporation and named B Corp Best for the World for Workers in 2017.