Advisory Partner
Website Citrin Cooperman
"Citrin Cooperman” is the brand name under which Citrin Cooperman Advisors LLC and Citrin Cooperman & Company, LLP, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards.
Key Responsibilities:
Client Relationship Management:
Introduce new High Net Worth clients to The Family Office, presenting our innovative products and services.
Act as the primary client contact, building and nurturing enduring relationships, presenting TFO’s services and co-investment offerings in a compelling manner.
Professional Development:
Continuously enhance your expertise in wealth management by developing a comprehensive understanding of the dynamic international alternative offerings market.
Engage in ongoing research to stay abreast of regional market trends and their impact on investor demand for international alternative investments.
Foster a culture of continuous learning as you proactively seek out opportunities to adapt strategies in response to evolving market conditions.
Collaboration:
Lead by example in client relationship management, empowering junior RMs to expand the share of wallet for existing clients.
Contribute to the core of the firm’s development by driving change and empowering colleagues and clients.
Education & Experience:
Minimum of a bachelor’s degree from a recognized university or equivalent.
CFA as a preferred qualification.
Previous experience selling investment products is a plus.
Excellent communication and organizational skills. Outgoing, self-motivated, and a team player.
To apply for this job please visit www.citrincooperman.com.
