Private Client Relationship Advisor
Brown Advisory(9 days ago)
About this role
Brown Advisory is seeking experienced client service professionals to manage all aspects of administration for high net worth families and family offices. The role involves effective communication, understanding fiduciary issues, and collaborating with external advisors to meet client needs. The position requires a blend of financial knowledge, management skills, and a client-first approach.
Required Skills
- Trusts
- Fiduciary
- Account Management
- Client Service
- Financial Analysis
- Communication
- Relationship Building
- Trust Structures
- Account Maintenance
- Problem Solving
Qualifications
- Bachelor’s Degree
- 10+ Years Experience
- Trusts and Fiduciary Knowledge
About Brown Advisory
brownadvisory.comWe are an independent investment management and strategic advisory firm committed to first-class performance, advice and service.
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