Relationship Manager IV

4 hours ago

Schiller Park, United States Brown Brothers Harriman Full time

Relationship Manager IV - Private Banking At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourselfwithout leaving the firm. We encourage a culture of inclusion that values each employees unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others. Join us as a Relationship Manager IV Brown Brothers Harriman is currently recruiting a Relationship Manager IV to join our Private Banking Wealth Management team in Chicago. In this role you will serve as the point person for high-net-worth clients, including business development, client service and portfolio management. You will manage your client accounts individually but may take junior employees to account meetings to provide career development opportunities. If you are experienced in closing your own business, able to handle complex accounts and demonstrate confidence to stand in for other RMs when needed, and partner well with colleagues (Team Leader, other RMs, Relationship Associates and Wealth Planners), this opportunity is right for you Some of your key responsibilities include: Relationship Management and Business Development 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. Investment Execution 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. Risk Management and Administration 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 Assistants efforts relating to the completion of client requests on behalf of the client base. Business and Professional Leadership 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 RMs. Be perceived by client as a BBH executive and the senior RM on the team. Qualifications: 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 We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law. About Us Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia. BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives. This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence. As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career. J-18808-Ljbffr

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