Private Banking Relationship Manager

Veritas Partners; Washington (District of Columbia); On-site; USD 120,000 - 210,000; Full time

Job summary

Veritas Partners in Washington DC seeks a Private Client Advisor to provide comprehensive client service for high-net-worth families, family offices, endowments and foundations. You will manage all aspects of client relationships, coordinate with outside advisors, and handle end-to-end meeting logistics.

The role requires a strong fiduciary foundation, extensive experience with trusts and complex entities, and exceptional service and communication skills.

Qualifications

• Bachelor's degree required; degree in Finance or Business preferred.
• Minimum of ten years of relevant work experience.
• Experience with Trusts and Fiduciary-based relationships
• CTFA preferred
• Understanding of trust administration, endowments and foundations, and other complex entities, such as LLCs, limited partnerships, retirement accounts, and alternative assets
• Understand fiduciary applications relevant to client relationships
• Superior client service and communication skills

Responsibilities

• Communicate with internal and external contacts including prospects and clients
• Collaborate with outside advisors
• Organize and manage client meetings from start to finish
• Responsible for all account maintenance
• Proactive resolution of client inquiries

Skills

Client service

Relationship management

Fiduciary knowledge

Trust administration

Education

Bachelor's degree in Finance or Business

Job description

Our client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their established team. The incumbent will be responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations.

Responsibilities:

• Communicate with internal and external contacts including prospects and clients
• Collaborate with outside advisors
• Organize and manage client meetings from start to finish
• Responsible for all account maintenance
• Proactive resolution of client inquiries

Qualifications:

• Bachelor's degree required; degree in Finance or Business preferred
• Minimum of ten years of relevant work experience
• Experience with Trusts and Fiduciary-based relationships
• CTFA preferred
• Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC's, limited partnerships, retirement accounts, and alternative assets
• Understand fiduciary applications relevant to client relationships
• Superior client service and communication skills