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Client Advisor
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Client Advisor
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Banana Republic Los Angeles, United StatesJob Overview: · THE BRAND · Born from two California creatives fueled by their explorer spirits, Banana Republic has repositioned itself as a premium, experiential lifestyle brand for today's modern world. Designed for a life where anything is possible, we use the finest material ...
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Client Advisor
1 week ago
Giorgio Armani Corporation Los Angeles, United States Part timeClient Advisor | A|X Beverly Center | Part-Time · As an associate with Giorgio Armani Corporation, you will be part of a **diverse team**, who you will work with to **drive sales** and provide an **excellent client experience** that represents the brand. Your ability to combine * ...
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Client Advisor
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Client Advisor
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City Venue Management Pty Ltd Los Angeles, United StatesSilk Laundry was born in 2015 from a desire to explore the intersection of natural fibres, quality construction & conscious living. · Our brand's purpose; "to create modern luxury for conscious living". · We are a fast-growing emerging fashion brand with a strong presence in the ...
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Client Advisor
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Gucci Los Angeles, United StatesSummary · If you are a Dream-maker, this is the place for you. Together, we'll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. · **Job Description**: · Role Mission · The Gucci Client Advisor ...
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Client Advisor
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Client Advisor
2 weeks ago
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Client Advisor
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Vinfast US Santa Monica, United StatesThe role of the store sales team is to provide a client experience consistent with the VinFast US brand and vision, engage with clients to generate brand and product excitement, and to guide clients through the process of becoming VinFast vehicle owners. The Client Advisor is res ...
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Client Advisor
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International Search Consultants Pasadena, United StatesClient Advisor · South Pasadena, CA · ISC's team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue ...
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Client Advisor
3 weeks ago
International Search Consultants Pasadena, United StatesClient Advisor · South Pasadena, CA · ISC's team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue ...
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Client Advisor
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Gap Inc. Pasadena, United StatesAbout the RoleAs a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand. You are an expert on styling and fashion, with a thorough understanding of designers, brands, and seasonal trends. As ...
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Client Advisor
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Cascade Enterprises Marina del Rey, CA, United States Freelance**We are currently seeking a Client Advisor (m/f) for an Italian luxury brand in Marina del Rey, CA.** · **Your responsibilities as a Client Advisor:** · - Passionately sell the collections, with a focus on luxury ready-to-wear · - Collaborate with the Store Manager, Assistant St ...
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Alternatives Client Advisor
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Neuberger Berman Los Angeles, United StatesSummary · The Alternative Investment Product Specialist will work with Neuberger's Investment, National Accounts and Intermediary Sales teams to educate them about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involv ...
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Client Advisor
1 week ago
International Search Consultants South Pasadena, United StatesJob Description · Job DescriptionClient Advisor/Fiduciary Advisor · South Pasadena, CA and Newport Beach, CA · ISCs team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are ...
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Client Advisor- Topanga, Ca
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Tiffany & Co. Los Angeles, United States**Overview**: · We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love, inc ...
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Client Advisor Manager
1 week ago
Moncler Beverly Hills, United StatesPOSTING DATE: Apr 22, 2024- JOB FAMILY: Our stores- LOCATION: Beverly Hills, United States**POSITION OVERVIEW**: · The Client Advisor Manager (CAM) is a Brand ambassador who embodies the Moncler Client Promise and represents the Brand's values in the execution of their role. Repo ...
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Client Advisor, Fine Apparel
1 week ago
Neiman Marcus Los Angeles, United States**NEIMAN MARCUS GROUP** · As an organization, NMG is on a transformational journey to become the preeminent luxury customer platform. NMG continues to deliver the best integrated customer experience and has evolved the business to succeed in the ever-changing retail landscape. NM ...
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Client Advisor, Ladies Shoes
3 weeks ago
Neiman Marcus Los Angeles, United States**NEIMAN MARCUS GROUP** · As an organization, NMG is on a transformational journey to become the preeminent luxury customer platform. NMG continues to deliver the best integrated customer experience and has evolved the business to succeed in the ever-changing retail landscape. NM ...
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Client Advisor, VP
3 weeks ago
International Search Consultants South Pasadena, United StatesClient Advisor/Fiduciary Advisor · South Pasadena, CA · Los Angeles, CA · Newport Beach, CA · ISC's team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add k ...
Client Advisor - Pasadena, United States - International Search Consultants
Description
Client Advisor/Fiduciary AdvisorSouth Pasadena, CA and Newport Beach, CA
ISC's team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity.
The Client Advisor will be responsible for growing and expanding the firm through their high touch and personalized model to Ultra-High Net Worth Individuals and Families.
They foster a collaborative environment with unlimited opportunities to build out your role and make an impact within the firm.
Client Advisor Requirements:
Bachelor's degree is required, an advanced degree is highly preferred, MBA or JD.
CTFA, CFP, CFA, CPA.
Minimum of 5 years of Trust and Estate Planning experience preferred.
Minimum of 10 years of general Wealth Advisory and Portfolio Management experience interfacing with UHNW clients.
Minimum of 5 years of proven business development within the UHNW space.
Proficient knowledge and understanding of legal documents surrounding trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnership agreements.
Previous leadership experience.Established network accounting and legal professionals in the local and regional markets.
Client Advisor Rewards:
Rapidly growing and well-established organization.
High visibility to Leadership with opportunities to expand the position and continued professional development.
Competitive base, bonus, and comp structure with excellent benefits.
Rewarding culture and team within a client focused, family-oriented firm.
Client Advisor Responsibilities:
Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
Manage a team of Client Advisory support individuals and delegate work to an assigned assistant.
Partner closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure client activities are properly handled.
Oversee the processes of opening accounts, drafting correspondence to clients, transferring/distributing assets.
Work with the investment team on scheduling clients' investment performance reviews and monitoring trades.
Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
Contribute to internal committees on an ongoing basis as a part of the senior team.#J-18808-Ljbffr