Karpus Investment Management is a dynamic organization that offers competitive compensation and excellent benefits.
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.
Develop relationships with interested parties of the client, either professional (attorney or accountant) or trusted members of the family.
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.
Competitive compensation packages with unlimited earning potential.
401K and Defined Benefit Plan (upon eligibility).
Attractive vacation benefits.
We invite you to send your resume and discover if the Karpus choice will be the right one for you and your clients!