What are the responsibilities and job description for the Client Advisor - Wealth Management - UHNW Clients position at Leeds Professional Resources?
We are seeking a client advisor to join our client's team! This role will be responsible for communicating and managing relationships with UHNW individuals.
Client Management
- Maintain and cultivate long-term relationships with clients
- Understand client needs and create solutions based on their unique goals
- Assist in preparation of regular client communications regarding portfolio performance and activity
- Manage client communications / respond to client inquires
- Coordinate with operations teams to execute investment administration and ensure client satisfaction
Portfolio Management
Requirements :
