US-NY: New York-Director of Client Service

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Job Title: Director of Client Service
Job Location: NY: New York
Pay Rate: -
Job Length: full time
Start Date: 2008-08-07

Company Name: The Execu|Search Group
Contact: Gregory Saukulak
Phone: email only
Fax: 212-972-0250

Description:
Responsibilities for the Director of Client Service include:

- Acting as the primary cultivator of client relationships
- Developing and executing the overall strategy for clients investment and wealth management plans
- Determining asset allocation
- Overseeing on-going portfolio management
- Monitoring performance and clients financial situation to ensure alignment with clients customized strategies
- Leading and managing internal client teams
- Working with clients team of external advisors to deliver integrated advisory services
- Identifying new business opportunities and strategies to pursue them

Required Skills:
 

- 10+ years of experience working with high net worth individuals and families on their investment needs
- Strong business development skills
- Skilled in various aspects of portfolio management, including asset allocation theory
- Experience in a broad range of investment offerings
- Strong familiarity with other wealth management issues (i.e. wealth transfer strategies, tax planning, insurance, single stock risk management and philanthropy)
 
Job Type: Finance Accounting

Please refer to Job code J49637 when responding to this ad.

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