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Full-Time

Relationship Manager IV

Private Banking

Confirmed live in the last 24 hours

Brown Brothers Harriman

Brown Brothers Harriman

5,001-10,000 employees

Provides private banking and wealth management services

Venture Capital
Financial Services

Senior

Chicago, IL, USA

Category
Private Equity
Finance & Banking
Requirements
  • BA / BS required
  • 10+ years relevant portfolio management experience involving equities, bonds, or both
  • Must speak Spanish, Professional Proficiency or Native
  • Excellent client services skills
  • Superior oral/written communication, analytical and thought leadership skills
  • Knowledge of asset allocation, trust, and fiduciary principles
  • Strong team player
  • Strong work ethic
  • CFA, CFP, and/or MBA a plus
Responsibilities
  • Focus a significant amount of time on business development.
  • Manage complex accounts / client relationships; work with clients to identify strategic investment objectives and needs – integrating Wealth Planning, as appropriate.
  • Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH, referring their friends and family to the firm and identifying other opportunities within Private Banking (outside of Investment Advisory).
  • Develop and implement long term new business strategy in coordination with other Relationship Managers.
  • Demonstrate deep knowledge of investment offerings and ensure alignment of investments with individual client needs.
  • Utilize BBH guidelines and policy to assist with development of client specific plans (e.g., asset allocation). Provide oversight when / where others are involved in modeling investments for clients.
  • Prepare for account reviews, account opening / closing / maintenance, and creation of client meeting materials.
  • Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions.
  • Elevate high level risk issues and oversee Relationship Associate and Administrative Assistant’s efforts relating to the completion of client requests on behalf of the client base.
  • Demonstrate external “draw” because of personal and professional networks resulting in the ability to source and close business.
  • Coach, train and mentor RAs and Sr. RAs and provide input on their career development; contribute to developing less experienced RM’s.
  • Be perceived by client as a BBH executive and the senior RM on the team.
Brown Brothers Harriman

Brown Brothers Harriman

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Brown Brothers Harriman offers a range of financial services including private banking, wealth management, investment advisory, and corporate lending. Their products and services are designed to assist both private clients and institutions in managing their financial needs. For private clients, they provide personalized wealth planning, investment management, and lending solutions. For corporate clients, they offer advisory services, capital solutions, and investment management tailored to the unique challenges faced by businesses. What sets Brown Brothers Harriman apart from its competitors is their focus on building long-term relationships with clients, emphasizing accountability and specialized expertise. Their goal is to ensure the success of their clients by providing tailored financial solutions and maintaining a collaborative approach to service.

Company Stage

N/A

Total Funding

$254.9M

Headquarters

Boston, Massachusetts

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • BBH's recent executive hires and leadership bolstering indicate a strong commitment to growth and strategic direction.
  • The launch of an automated liquidity management tool showcases BBH's dedication to leveraging technology for enhanced client services.
  • BBH's significant investments in various companies and sectors highlight its robust financial health and diversified investment strategy.

What critics are saying

  • BBH's selective client approach may limit its market reach and scalability compared to more inclusive competitors.
  • The firm's reliance on a private partnership model could pose challenges in raising capital quickly compared to publicly traded firms.

What makes Brown Brothers Harriman unique

  • Brown Brothers Harriman (BBH) maintains a unique position as a private partnership, allowing for a long-term, client-focused approach unlike publicly traded competitors.
  • BBH's selective client approach and specialized industry expertise enable tailored solutions that are difficult for larger, more generalized firms to replicate.
  • The firm's global reach combined with a hands-on, transparent relationship management style promotes innovation and agility, setting it apart from more bureaucratic institutions.

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