#Aplus dental professional
Confidentiality, discretion, and good professional judgment.Experience working in a multi-family office preferred.Proven track record in relationship management.
#Aplus dental plus
Minimum of 7 years of wealth management experience preferred.Prepare meeting materials and analysis.
Perform in-depth analysis of prospective client financial statements and portfolio composition.Build networks to develop a pipeline of new client relationships.Oversee and ensure portfolio liquidity and cash flow requirements.Provide ongoing monitoring of client portfolios and investment performance.Regularly prepare and present investment recommendations.Prepare and present custom long-term financial plans and asset allocation models.Coordinate with operations teams to execute investment administration and ensure client satisfaction.Manage client communications/respond to client inquires.Assist in preparation of regular client communications regarding portfolio performance and activity.Understand client needs and create solutions based on their unique goals.Maintain and cultivate long-term relationships with clients.Client Advisors work closely with and are supported by our Portfolio Associate, Client Experience, and Investment Research teams to provide world-class service and portfolio management to our growing client base. The Client Advisor will be responsible for leading and managing relationships with existing clients, as well as developing a pipeline of new client relationships. In addition, Caprock is a market leader with a longstanding and principled approach to impact investing, having deployed over $1.5 billion in impact-oriented capital across all asset classes. Caprock advises on over $7.5 billion in client assets, with a particular focus and expertise in non-public markets. The firm acts as an outsourced chief investment officer and chief financial officer, serving as a trusted partner for those who seek objective advice on the entirety of their balance sheet. Established in 2005, Caprock provides customized wealth solutions for ultra-high-net-worth individuals, families, and select foundations. Caprock is a leading, privately-owned, multi-family office serving clients from offices in San Jose, Seattle, Newport Beach, New York, Park City, and Boise.