Expanding Our Relationship Management Team
- If you are a Wealth Management professional who strives to make a difference in your clients’ financial future and you are tired of delivering long term sub-par performance to your clients, then you need to explore Relationship Management opportunities with Karpus Investment Management.
- We are seeking quality individuals that have a solid financial industries background, established relationships (high net worth individuals and/or institutional clients), and those who strive to deliver a superior client experience.
- Excellent communication skills, both oral and written.
- Ability to create an atmosphere of bonding and rapport.
- Understanding what the client wants or needs.
- Creating an up-front contract with the client that will meet their expectations.
- Communicate clearly with staff and operations.
- Ability to work in a team and yet be independently motivated.
- Advanced financial markets knowledge and asset allocation skills.
- “Holistic” view of all clients’ investable assets.
- Ability to attract new business opportunities.
- Strong client retention skills.
- Ability to communicate our investment philosophy in a factual understandable fashion.
- Solid understanding of the impact of taxes.
- Cash bonus and 401k/profit sharing paid annually
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short Term Disability Insurance
- Long Term Disability Insurance
- Opportunity to participate in City of London Investment Group PLC Employee Incentive Plan (Stock ownership)