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Private Client Manager - San Francisco

Remote: 
Full Remote
Contract: 
Full time
Work from: 
California (USA)

Offer summary

Qualifications:

Bachelor's degree in Finance, Business Administration, or related field., Proven experience in client management or financial services., Strong communication and interpersonal skills., Ability to analyze financial data and provide strategic advice..

Key responsibilities:

  • Manage a portfolio of high-net-worth clients and their financial needs.
  • Develop and maintain strong client relationships through regular communication.
  • Prepare and present financial reports and investment strategies to clients.
  • Collaborate with internal teams to ensure client satisfaction and service delivery.

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