ICONIQ CAPITAL CLIENT ANALYST SALARY PROFESSIONAL

Bachelor’s degree and a minimum of 6-8 years of relevant industry experience (family office, wealth management or other experience working with high net worth families is preferred).Promote and ensure respect for client privacy and confidentiality in all matters.Serve as a manager, mentor, and technical resource to family office advisory analysts and associates.Direct and/or execute investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service.Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff and executive assistants.

Help seamlessly onramp new clients by understanding their current financial structures and trust & estate situation to move them over to preferred partners and solutions.

Develop a deep understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.

Drive high client satisfaction through excellent customer service, prompt follow-up on client issues and proactive problem solving.

Serve as a key point of contact for day-to-day client service needs.

Translate client goals into actionable work plans and serve as project manager and hands-on executor working across internal and external partners (financial, legal, tax, etc.) as needed to solve problems and get to solutions for clients.

Support and/or manage family office client relationships with an array of needs that could range from implementing trust & estate strategies to helping with home purchases and financings, philanthropic donations, art purchases, private jet chartering, angel investment execution, personal staff hiring, and more.

This role will serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives and other complex issues.

ICONIQ CAPITAL CLIENT ANALYST SALARY PROFESSIONAL

The VP of Family Office Advisory is a key relationship management professional for high net worth and ultra-high net worth client teams. The Opportunity: Family Office Advisory, Vice President Our goal is to compound returns from diverse sources by harnessing the differentiated capital and strategic strength of the ICONIQ community, cultivated on a foundation of uncommon care. ICONIQ Investment Management strives to deliver exceptional investment portfolios for some of the world’s most influential families and an array of mission-driven institutions. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. ICONIQ Capital is a global investment firm elevated by an extraordinary community.

ICONIQ capital client analyst salary