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Managing Director, Business Development

Company

Tandym Group
Address West Palm Beach, FL, United States
Employment type FULL_TIME
Salary
Category Banking,Venture Capital and Private Equity Principals,Financial Services
Expires 2023-05-28
Posted at 1 year ago
Job Description
A financial services firm in Florida is looking to add an experienced professional to their team as their new Managing Director, Business Development.


Responsibilities


The Managing Director, Business Development will:


  • Cultivate new relationships with Ultra High Net Worth clients on behalf of the firm
  • Perform other duties, as needed
  • Help guide the client with asset allocation, portfolio selections, portfolio hedging tools, tax and estate planning, bookkeeping and bill payment, and all issues that affect ultra-high net worth families.
  • Serve as the Relationship Manager to that client, including understanding the goals and needs of each client and making appropriate recommendations about portfolio allocations
Qualifications:


  • Bachelor's Degree
  • Computer savvy
  • 10+ years of experience in the Wealth Management industry
  • Strong attention to detail
  • Highly organized
  • Solid analytical and research skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Knowledge of Tax and Estate Planning concepts
  • Knowledge of different Investment Product areas, including Alternative Investments
Desired Skills:


  • MBA, CFA and/or CFP