Los Angeles-based investment advisory firm is seeking a Client Relationship Manager to work closely with and serve as the primary advisor to new and existing clients. Clients include high-net-worth individuals and families, retirement plans and non-profits.
Westmount Asset Management is one of the largest and fastest growing independent RIA firms in Los Angeles, with over $3 billion in assets under management. Our clients benefit from an array of investment management and planning services that are strategically designed to ensure they are on the proper trajectory to meet their longer-term financial objectives.
Responsibilities: The primary responsibilities of the position involve the following:
The Client Relationship Manager position provides tremendous opportunities for professional growth within the firm. Compensation and benefits are highly competitive.
Requirements: Bachelors degree and a minimum of 2+ years of investment experience and 4+ years of professional experience are required. Must have a strong client focus and a proven ability to think in terms of client experience and perspective. Must be highly motivated and personable with outstanding verbal and written communication skills, excellent judgment and analytical abilities, keen attention to detail and solid organizational skills. Also must have an advanced understanding of investments and an interpersonal skill set that enables you to discuss investments and financial planning topics with clients in an authoritative yet warm and engaging manner that inspires confidence.
Desirable: CFP or CFA, estate planning or tax background, experience with Orion portfolio management software. LOCAL CANDIDATES ONLY.