banquepictetciesa.com
This role focuses on building investment partnerships with Client Relationship Managers to deliver tailored investment experiences for wealthy individuals and families. The position involves communicating investment strategies, identifying new opportunities, and managing discretionary and advisory mandates. It requires a strong background in investment advisory and client-facing experience to support business development and portfolio reviews.
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
View leadership team, funding history,
and employee contacts for banquepictetciesa.com.
banquepictetciesa.com didn’t post a salary, so this is our estimate from similar listings.
16% below the average for this role