Client Relationship Analyst
Company: first republic bank
Location: San Francisco
Posted on: February 25, 2021
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Job Description:
Job DescriptionOverview At First Republic, we care about our
people. Founded in 1985, we offer extraordinary client service in
private banking, private business banking and private wealth
management. We believe that personal connections are everything and
our success is driven by the relationships we form with our
colleagues and clients. You'll always feel empowered and valued
here. Incredible teams doing exceptional work, every day First
Republic Private Wealth Management is comprised of investment
management, brokerage, trust, financial planning and insurance
professionals. We offer customized wealth management solutions for
our clients from a wide array of services including comprehensive
investment management, financial planning, estate planning, trust
services, endowment management and more. Our goal is to understand
our clients' unique needs and support them throughout a lifetime of
financial goals. Duties and Responsibilities Common goals, uncommon
potential: As a Client Relationship Analyst, ideal candidates must
have the capacity to thrive in a dynamic, constantly changing
global market environment and have a passion for research,
diligence, experience in project management and impeccable
organizational skills. Duties and Responsibilities: - Identify
potential client opportunities from the Wealth Managers' extensive
networks, generating new leads and uncovering high-value
opportunities. This process includes, but is not limited to, the
valuation of deal size based on revenues and multiples, pulling
from an extensive list of resources, and qualifying the individual
to determine how much they individually are receiving from the
transaction. Research and gather business intelligence about
prospective clients and trends in investment opportunities.
Participate in weekly research calls. - Prepare and send e-mails to
prospective clients specific to their financial needs, with the
purpose of generating interest in working with the team. Support
Practice Management in all aspects of the sales cycle and oversee
the potential client pipeline list. - Prepare ad-hoc market
environment and investment research. Establish and maintain the new
business outreach process. Determine the most efficient research
vessels, and work with the Wealth Managers to implement them into
the New Business strategy. Participate in internal research
projects and special client assignments as needed. - Maintain the
New Business process on a daily basis, using the host of research
tools that they determine most useful to their position
(Insideview, Wealth Monitor, Linkedin, Guidestar, D&B Credit
analysis, Hoovers, CRB, FRB contacts, IB contacts). - Construct and
rebalance client portfolios. Must be able to propose and implement
asset allocation and changes to clients without supervision. -
Attend meetings and review portfolio activity and performance
reports with clients. - Research and reconcile performance returns
not in line with benchmarks. - Interact with clients to address or
best direct questions and inquiries. Responsible for client
retention and day-to-day client satisfaction. - Proactively
construct and implement recommendations and projects that will
enhance operations, optimize automation, and increase the number of
new meetings with prospective clients as well as improve team
efficiency in day to day functions. - Assist Wealth Managers in
completing requests for proposals, including gathering data and
working closely with the research, marketing and compliance teams
for a timely delivery. Prepare targeted presentations that
effectively communicate the team's relevant experience and
articulate our added value. Ability to understand marketing
materials and differentiate between what is appropriate for the
client needs. - Responsible for various reporting including weekly
(cash balance, performance, asset allocation), quarterly (Client
Statements, Performance, IPS), annual, and ad-hoc requests. -
Collaborate with Wealth Managers and the Client Service team on
ad-hoc projects. - Perform duties and responsibilities specific to
department functions & activities. - Performs other duties and
responsibilities as required or assigned by supervisor. -
Responsibilities include the following: 1) adhering to and
complying with the applicable, federal and state laws, regulations
and guidance, including those related to anti-money laundering
(i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank
policies and procedures, 3) completing required training, 4)
identifying and reporting suspicious activity to the AML Officer,
and 5) knowing and verifying the identity of any customer(s) that
enters into a relationship with the Bank. Qualifications You could
be a great fit if you have: - 3+ years of related experience -
BS/BA degree in Business, Finance or related field, or equivalent
experience - Series 7 and 66 Licenses, Insurance licenses -
Professional designation such as a CFP, CFA, CIMA, CRPC, or ability
to obtain within 12 months - Strong ana
Keywords: first republic bank, San Francisco , Client Relationship Analyst, Professions , San Francisco, California
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