Asset & Wealth Management-Associate

Bachelor’s degree (U.S. or foreign equivalent) in Economics, Finance, Mathematics, Global Management, Business or related field
Three (3) years of experience in the job offered or in a related role
Two (2) years of experience with understanding of varying types of Trust structures (Revocable, Irrevocable, Grantor, and Non-Grantor) and LLCs
Two (2) years of experience entering in asset transfer instructions and ensuring that wires and other transfers are transmitted accurately
Two (2) years of experience understanding the tax implications of asset sales and purchases at both the state and federal level
Two (2) years of experience understanding equities, fixed income, derivatives, and alternative investments in context of the financial markets
Two (2) years of experience utilizing systems to analyze client asset allocation and assess the suitability of specific investments
Two (2) years of experience understanding different lending structures (SBL, PBLL, margin) and the costs associated with these options.

Work in client service, operational processes, and wealth management matters including dealing with UHNI (Ultra High Net Worth Individuals) clients
Handle and facilitate bespoke nature of client requests
Communicate clearly and concisely in a high-pressure environment
Own multiple competing priorities and exercise appropriate judgment when prioritizing requests
Operate autonomously and meet deadlines with little oversight
Converse about financial market topics, financial products, and current events impacting markets
Analyze client accounts, and their positions and balances
Improve processes, developing controls, and creating efficiencies to streamline workflows
Align closely with clients to execute long-term wealth management plans.

Experience in private wealth management and/or its related financial operations.