Our company has a job opportunity for anyone with investment and client relationship experience in Dayton, Ohio. The position is wealth management based for a family office. CFA certification isn’t required for this! Primary responsibilities:
-
manage the delivery of professional financial and wealth advisory services to all clients and entities.
-
Understands the Family’s needs and works with others in the Family Office to best
meet these needs. -
Utilizes investment experience and knowledge of the strategy to enhance the overall service delivery of the office and strengthen client understanding.
-
Maintains strong client relationships
Also includes opportunity to help build the client education platform around investments and the office strategy. If interested, email resumes@cymi.com