The Colony Group
4-6 yrs required
New York City, NY, United States
Nov 18, 2022
Mar 03, 2023
Responsibilities: Working closely with a senior partner, leading relationships with high net worth and supporting ultra-high net worth clients by providing high touch comprehensive wealth management services. Constructing and ultimately overseeing all aspects of managing multiple client relationships. Complexing analysis and related research related to financial, estate, income tax, and investment planning. Developing and presenting solutions across the spectrum of wealth management disciplines for existing and prospective clients. Tax planning for high-net-worth individuals and their related entities. Documenting meetings, recommendations and action plans. Overseeing implementation of agreed upon recommendations. Coordination with members of the client’s advisory team, including Portfolio managers and operations; Tax advisors' Estate counsel; and Other professionals. Ongoing monitoring and management of the client’s wealth management plan./ Coordinating and actively participating in client meetings. Further developing an advanced understanding of investments, insurance, taxation, and estate planning, as well as the Company’s approved investment strategies. Communicating the full range of the Company’s services and capabilities to clients and prospective clients.