A leading global financial services firm is seeking a Business Development Professional Associate in San Francisco. This role involves supporting Private Wealth Advisors by managing client relationships and providing detailed analysis of investment portfolios. Candidates should have a Bachelor's degree and 3+ years of financial services experience. A competitive salary range of $75,000-$160,000 is offered, along with a discretionary bonus. The firm also emphasizes a commitment to diversity and career growth opportunities.
Qualifications
3+ years of experience in the financial services industry.
Strong interest in financial markets and investment management.
Excellent verbal and written communication.
Responsibilities
Support Private Wealth Advisors with existing client relationships.
Conduct analyses on client portfolios and allocations.
Act as central contact in client relationship management.
Skills
Financial services experience
Communication skills
Project management
Organization skills
Interpersonal skills
Education
Bachelor’s degree
Job description
A leading global financial services firm is seeking a Business Development Professional Associate in San Francisco. This role involves supporting Private Wealth Advisors by managing client relationships and providing detailed analysis of investment portfolios. Candidates should have a Bachelor's degree and 3+ years of financial services experience. A competitive salary range of $75,000-$160,000 is offered, along with a discretionary bonus. The firm also emphasizes a commitment to diversity and career growth opportunities.