Job Details

Private Bank Investment Manager

Company name

Citizens Financial Group.

Organization Type

In-House

Job Type

Attorney

Years of Experience

10-15 yrs required

Location

Southfield, MI

Date Last Verified

Apr 18,2018

Posted on

Mar 28,2018
Practice Area
Finance >> Finance - Banking
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Private Bank Investment Manager The candidate will develop investment solutions based on client goals, risk tolerance, risk appetite. Will handle ongoing client communication, including active communication about the firm’s investment strategy. Maintain current financial plan and adapts as necessary when client circumstances change. Meet with clients to review progress toward goals, investment strategy and market conditions. Develop and recommend strategies based on a thorough financial plan to achieve the investment goals of clients. Responsible for aggressive new AUM business development, working closely with Private Wealth Advisor teams. Support developing new client relationships by establishing trust and deep understanding of client goals and fears. Provide leadership in financial planning utilization and investment expertise to other team members. Require thorough knowledge of the investment solution set established by our Strategy Team and appropriate utilization of all available tools to craft investment solutions for each unique client situation. Develop investment solutions based on client goals, risk tolerance, risk appetite. Handle ongoing client communication, including active communication about the firm’s investment strategy. Maintain current financial plan and adapts as necessary when client circumstances change. Meet with clients to review progress toward goals, investment strategy and market conditions. Develop and recommend strategies based on a thorough financial plan to achieve the investment goals of clients. Handle aggressive new AUM business development, working closely with Private Wealth Advisor teams. Support developing new client relationships by establishing trust and deep understanding of client goals and fears. Provide leadership in financial planning utilization and investment expertise to other team members. Should have 10-15 years of experience in investment decision making and financial planning consultation working with high net worth and institutional client. Bachelors degree is required. Advanced degree MBA, JD or CFP designation is preferred. Should have significant work experience in financial services industry. Must have demonstrated passion and understanding of investment solutions and financial planning. In depth experience in high net worth investment offerings, leveraging sophisticated investment products to wealthy individuals and institutional clients is needed. Should have Series 7 Securities License within 120 days of hire. Must have thorough knowledge of the investment solution set established by our Strategy Team and appropriate utilization of all available tools to craft investment solutions for each unique client situation.

Company info

Hiring Coordinator
Citizens Financial Group.
24624 W. 10 Mile Road
Southfield, MI 48033