CI KORE Private Wealth is a registered investment advisor serving ultra-high-net-worth individuals and families. We are a group of like-minded advisors who believe in championing our clients through objective thinking and innovative wealth solutions. We have been working together for decades, in the past, at leading full-service brokerage firms. Even within the confines of a traditional financial institution, we advocated for our clients, providing enterprising wealth management, wealth preservation and investment opportunities. Now, as a registered investment advisor, we go even further outside the standard scope of services and solutions to meet our client’s individual goals and needs.
Manage the day-to-day maintenance of ultra-high net worth (UHNW) client accounts by liaising with internal stakeholders including Senior Advisors, Portfolio Management, Trading, Operations, Legal/Compliance, and other internal teams, along with external parties including clients, clients’ attorneys, accountants, assistants and custodians.
Assist in due diligence on prospective managers. Negotiate terms with prospective managers.
Liaise with custodian (Fidelity) regarding daily transactions and process client distributions, one-off trades as needed
Be a liaison from the investment team to the rest of the firm
Proactively address the specific needs of ultra-high net worth (UHNW) clients and overall account maintenance. This includes:
Opening and onboarding accounts, transfer of accounts (ACATS), moving money: wires, journals, checks
Understanding margin and addressing operational/back-office issues
Frequent communication with external stakeholders: clients, clients’ attorneys, accountants, assistants etc.
Deepen knowledge of investment products across equities, fixed income, and alternative investments, including separately managed accounts, mutual funds, hedge funds, trusts etc.
Contribute to the overall efficiency of the team by fielding inbound client inquiries, maintaining team schedules and deliverables, and handling other relevant administrative tasks
Asset allocation – understanding asset classes and the firm’s allocation strategies
2-3 years of high net worth (HNW) client service/support and operational experience in a wealth management / financial services environment. Registered Investment Advisory (RIA)/asset management experience is a plus
Experience with communicating/interacting with high net worth (HNW) clients over the phone, in person, video calls and email.
Understanding of asset classes (equities, fixed income, options, alternatives etc.)
Bachelor’s degree: concentration in Finance, Business, or related field is a plus.
Experience with Fidelity as the custodian is a plus
Strong analytical quantitative and qualitative reasoning ability
Proficiency with Excel and Microsoft Office suite; Tech-savvy and the ability to "pick" up new technology programs quickly
Experience with Addepar, eMoney, Wealthscape or similar platforms is a plus
Self-starter with strong attention to detail and follow-through
Resourceful with proven ability to multi-task and prioritize
Strong verbal and written communications skills
Team-oriented with excellent people skills and high level of EQ. Comfortable engaging clients and all levels of firm management.
Polished, professional with a passion for learning
Interested candidates can submit their resume and cover letter to email@example.com
In your submission, please briefly tell us how you would be a good fit at KORE and why are you interested in this position.
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CI Kore Private Wealth