Serve as a manager, mentor, and technical resource to family office advisory analysts and associates.Direct and/or execute investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service.Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff and executive assistants. Help seamlessly onramp new clients by understanding their current financial structures and trust & estate situation to move them over to preferred partners and solutions.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |