banquepictetciesa.com
This role involves building investment partnerships with Client Relationship Managers (CRMs) to deliver tailored investment experiences for wealthy individuals and families. The position requires assisting CRMs in business development by identifying suitable investment solutions and supporting the team head with various investment-related tasks. The role focuses on developing discretionary mandates, overseeing advisory mandates, and ensuring alignment with the bank's overall investment strategy.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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banquepictetciesa.com didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role
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