Client Relationship Officer
Company: Vestor Capital Corporation
Location: US-IL-Chicago
Job Status: Full Time, Employee
Category: Financial Services
Relevant Work Experience: 5+ years
The Opportunity
Vestor Capital is interested in recruiting select Investment Professionals who are highly skilled, knowledgeable and have portable client assets of at least $25 Million. Qualified candidates will benefit from associating in a firm that offers superior turnkey investment management services, encourages an entrepreneurial work environment and opportunities to build business value. These individuals should be capable of increasing their assets under management by at least 10% annually excluding Vestor Capital prospective client opportunities. In addition, these individuals must demonstrate the following characteristics:
- Leadership Skills
- High Enthusiasm for New Business Development
- Commitment, Integrity & Loyalty to Clientele and Business Associates
- Ability and Willingness to Participate in Company Decision Making Committees
- College Degree or higher
- Clean Compliance History
- Not Subject to Any Covenant Not to Compete
Vestor Capital offers exceptional proprietary and non-proprietary investment products and processes, multiple custodians, ability to accept brokerage accounts and capture commissions while transitioning client accounts to fee based investment advisory services as well as:
- A robust proposal generation system including client risk profiling integrated with required investment return and product suitability and selection.
- State of the art performance measurement statements that are GIPS compliant.
- Citrix Systems based secure remote access to full firm functionality.
- Proactive and continuous client service process monitored through firm CRM system and fully supported by experienced Client Service Associates.
- Compensation protection offered through the Vestor Capital Compensation Continuity Plan for perserving income in the event of death or permanent disability.
- Potential to participate in firm ownership.
Contact Us
To apply for this position, please send your resume to Jim Karabas, Vice President, Wealth Management at .
All resumes received will be treated confidentially.