Private Client Manager
Part-time
Connecttek
Company Description ConnectTek is an established provider in the Electronic Security and Telecommunications industry with over 35 years of experience. The company delivers tailored solutions to domestic, commercial, and industrial clients, ranging from home theater installations to complex multilevel data, fire, and security systems. ConnectTek focuses on customized, high-quality service that addresses the specific needs of each customer. Team members collaborate on diverse projects, using modern technologies to design and implement reliable, secure installations.
Role Description This is a part-time remote role for a Private Client Manager. The Private Client Manager will oversee relationships with private clients, providing personalized financial guidance and managing their portfolios in line with their goals and risk profiles. Daily responsibilities include preparing and reviewing financial plans, coordinating tax and advisory considerations, monitoring portfolio performance, and communicating recommendations clearly and professionally. The role also involves collaborating with internal and external specialists as needed, maintaining accurate documentation, and ensuring regulatory and compliance standards are met while delivering a high level of client service.
Qualifications
Role Description This is a part-time remote role for a Private Client Manager. The Private Client Manager will oversee relationships with private clients, providing personalized financial guidance and managing their portfolios in line with their goals and risk profiles. Daily responsibilities include preparing and reviewing financial plans, coordinating tax and advisory considerations, monitoring portfolio performance, and communicating recommendations clearly and professionally. The role also involves collaborating with internal and external specialists as needed, maintaining accurate documentation, and ensuring regulatory and compliance standards are met while delivering a high level of client service.
Qualifications
- Experience working with private clients, including managing long-term client relationships and delivering tailored financial solutions.
- Strong skills in financial planning and portfolio management, with the ability to design and implement strategies aligned with client objectives.
- Knowledge of tax and tax advisory practices relevant to private clients, including coordination with tax professionals when appropriate.
- Excellent analytical, organizational, and communication skills, with attention to detail and a client-focused mindset.
- Ability to work independently in a remote setting, manage part-time hours effectively, and use digital tools for client communication and documentation.
- Relevant academic background in finance, economics, accounting, or a related field; professional certifications (e.g., CFP, CFA, CPA) are an advantage.
- Understanding of regulatory and compliance requirements in financial services and commitment to ethical, non-discriminatory client practices.
Vacancy posted 3 days ago
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