Client Advisor

Job Description

Job Description

Description:

Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach. 

Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first.

Position Description: 

The Client Advisor will have responsibilities and tasks that include but are not limited to the following: 

· Work closely with senior wealth advisors to coordinate all necessary resources to provide clients with wealth and investment services, including collaboration with clients’ teams of advisors (i.e., accountants, lawyers, etc.).

· Analyze client data and prepare reports, presentations, and financial plans.

· Coordinate preparation for client meetings, and complete follow-up, etc., working directly with client relationship teams to support clients on an ongoing basis

· Coordinate with our Business Services and Reporting teams to ensure proper execution of daily tasks, cash management, disbursements, proper account funding, subscriptions and redemptions etc.

· Coordinate with Business Services team on new client on-boarding procedures to ensure a smooth and timely transition to the investment advisory platform. 

· Assist in preparing Investment Policy Statements and regularly monitor compliance with proposed asset allocation.

· Process annual account reviews and various audit requests

· Help maintain marketing materials and preparation of prospective client presentations, including requests for proposals 

· Update our Contact Relationship Management database with all client communications and interface with clients to obtain information as needed.

· Help prepare asset allocation modeling for clients and prospects. 

· Provide support as needed on various ad-hoc tasks, such as firm sponsored events for clients, prospects and partners of the firm, and assist other departments as needed and assigned.

Promote the mission of Chilton Trust by fostering cooperative, collegial relations in all activities.

Requirements:

 

Candidate Description:

· Bachelor’s degree, preferably in Finance, Economics, or Business Administration. 

· 5-7 years of work experience in a wealth management firm or family office services setting. 

· Accreditation such as CFP or CTFA a plus.

· Exceptional client service and relationship management skills. 

· Experience executing investment transactions in client portfolios including public securities, hedge funds, private equity and real estate. 

· Advanced knowledge of financial planning concepts. 

· Familiarity with trust, estate, and tax planning issues.

· Clear and concise oral and written communication skills.

· Experience or proven interest in trust administration

· Desire to work within a team-based environment

· Analytical and ability to problem solve using critical thinking skills

· Motivated, detail oriented, passionate about working in wealth management