ECG Resources, Inc.
Client Portfolio Advisor | Multi-Family Office
ECG Resources, Inc., Westport, Connecticut, us, 06889
Overview
A well-established Multi-Family Office in Westport is seeking an investment-oriented, client-facing advisor with an entrepreneurial mindset to support the firm’s continued growth, including the potential for long-term equity participation.
Key Responsibilities
Serve as a primary client contact in partnership with senior advisors
Engage proactively with HNW clients, addressing questions and requests with professionalism and responsiveness
Handle client inquiries across a broad range of the firm’s services, bringing in additional team members as needed
Collect and assess client information for suitability, while identifying opportunities to deepen relationships, expand wallet share, and generate referrals
Contribute to growth initiatives, including refining marketing efforts and strengthening relationships with existing and prospective clients
Qualifications and Experience
At least 3 years of experience in investment advisory or wealth management
Strong investment acumen with a solid analytical background
Relocation Assistance Provided.
Additional Details Seniority level: Associate Employment type: Full-time Job function: Finance and Customer Service Industries: Investment Management
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Key Responsibilities
Serve as a primary client contact in partnership with senior advisors
Engage proactively with HNW clients, addressing questions and requests with professionalism and responsiveness
Handle client inquiries across a broad range of the firm’s services, bringing in additional team members as needed
Collect and assess client information for suitability, while identifying opportunities to deepen relationships, expand wallet share, and generate referrals
Contribute to growth initiatives, including refining marketing efforts and strengthening relationships with existing and prospective clients
Qualifications and Experience
At least 3 years of experience in investment advisory or wealth management
Strong investment acumen with a solid analytical background
Relocation Assistance Provided.
Additional Details Seniority level: Associate Employment type: Full-time Job function: Finance and Customer Service Industries: Investment Management
#J-18808-Ljbffr