Job Description

Private Client Wealth Manager, Bilingual Korean/English, Full Time

Fort Lee, New Jersey • Primarily Onsite Preferred

$200,000 to $225,000 a year base salary - Full-time

Benefits and Compensation

• Competitive base salary, plus new business origination revenue share and discretionary bonus
• Subsidized health, dental, and vision insurance
• Paid time off and hybrid work schedule
• Medical and dependent care reimbursement accounts
• 401(k) with company match
• Wellness discounts including Peloton
• Paid parental leave
• Company paid group employee life insurance

Full Job Description

Private Client Wealth Manager, Bilingual Korean/English, Full Time

For 30 years, our client, a Wealth Management firm, has helped affluent individuals and families with at least $1 million of investable assets build strategy, structure, and organization to simplify their financial lives.

Our client organization is a second-generation, employee-owned boutique discretionary investment management firm honoring a legacy of transparency and proactive client service. As a fee-only fiduciary with $4.2 billion of assets under management, they strive to act in their client’s best interest, and their culture of caring helps families thrive and prosper over the long term.

The firm offers both wealth management and institutional investment management services to both global and domestic clients. They strive to serve as each client’s financial coordinator, partnering with their trust and estate, tax, and insurance advisors as appropriate. Our client organization’s team is committed to understanding each client's unique financial goals and delivering tailored investment strategies to help them achieve lasting success.

Position Overview

Our client organization is seeking an experienced Bilingual Korean/English speaking Private Client Wealth Manager to join their dynamic team. The ideal candidate will have a proven track record of building and managing relationships with high-net-worth clients, providing comprehensive financial planning, investment management, and wealth preservation strategies.

Key Responsibilities:

• Develop and manage relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
• Source clients and help to close and build the book of business providing white-glove client service.
• In partnership with our client’s investment solutions team, develop financial planning and wealth management proposals that may include investment portfolio management, retirement planning, estate planning, and tax optimization.
• Conduct regular reviews of client portfolios and financial plans, providing insights and recommendations based on market trends and changes in client circumstances.
• Collaborate with clients’ other external advisors, including trust and estate planners, tax advisors, and insurance brokers, to deliver holistic financial solutions.
• Stay informed about (and remain conversant in) market trends, investment products, and regulatory changes to provide clients with the best possible advice.
• Actively participate in networking and business development activities to attract new clients and expand the firm’s presence in the market.
• Provide exceptional client service, ensuring timely communication and addressing client inquiries and concerns.
• The role will also be supported with internal resources and teams as needed to originate businesses.
• The role can potentially adopt an existing business within 2 years.

Qualifications:

• Bachelor’s degree or MBA in Finance, Business, Economics, or a related field; advanced degree or professional designation (e.g., CFP, CFA ) strongly preferred . Brokerage and insurance securities license not required, but candidate should hold Series 63 or 65 Investment Adviser Representative license.
• 5 to 10+ years of experience as a Private Client Wealth Manager or in a similar role, with a demonstrated ability to originate and manage high-net-worth client relationships.
• Must have a strong understanding of investment strategies, asset allocation, financial markets, estate planning, and tax implications. Does not need to be a stock picker, but should be competent in understanding and recommending asset allocation based on the results of a financial plan.
• Excellent interpersonal, presentation, and communication skills, with a client-centric white glove approach.
• Proven ability to work collaboratively in a team-oriented environment while being self-motivated and goal-oriented.
• Possess a great personality to fit into their welcoming and family-oriented work environment.
• Strong analytical skills and attention to detail.
• Fluent in Korean and English

What Our Client Organization Offers

• Competitive compensation and performance-based incentives.
• Comprehensive benefits package, including health, retirement, and professional development opportunities.
• A supportive and collaborative work environment that values integrity, innovation, and client success.

Equal Employment Opportunity Employer

Our client organization is committed to equal employment opportunities. It is their policy to hire individuals based on merit and qualifications without any regard to any legally protected category, including but not limited to: age, citizenship, color, disability, gender, gender identity or expression, marital, domestic partnership or civil union status, military or veteran status, national origin, ancestry, pregnancy, pregnancy-related conditions, breastfeeding, race, religion, sex, affectional/sexual orientation, atypical hereditary cellular or blood trait, medical condition, or any other characteristic protected under applicable law.

California, Colorado, Connecticut, Nevada, New Jersey, New York, Rhode Island, or Washington Residents Only : The salary range and benefits for California, Colorado, Connecticut, Nevada, New Jersey, New York, Rhode Island, or Washington residents vary from $200,000 to $225,000 per year based on the level of experience. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, the organization offers benefits such as a comprehensive benefits package, and benefits are subject to eligibility requirements.

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