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Client Relationship Analyst

Company: first republic bank
Location: San Francisco
Posted on: February 25, 2021

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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