Client Relationship Manager

At Helvetica Assets, every client is assigned a dedicated relationship manager who serves as their primary point of contact and advocate within our firm.

Your Relationship Manager's Role

Your relationship manager is responsible for:

Coordination: Serving as the quarterback of your wealth management team
Communication: Keeping you informed of important developments and opportunities
Planning: Developing and maintaining your comprehensive financial plan
Implementation: Ensuring strategies are executed properly and on time
Monitoring: Tracking progress toward your goals and making adjustments as needed
Advocacy: Representing your interests within our firm and with external partners

What Sets Our Approach Apart

Limited Client Base

We intentionally limit the number of clients each relationship manager serves to ensure personalized attention and responsive service.

Deep Knowledge

Your relationship manager takes the time to understand not just your finances, but also your values, goals, and family dynamics.

Proactive Service

We don't wait for you to reach out. Your relationship manager proactively identifies opportunities and potential issues.

Team Support

While you have a dedicated relationship manager, you benefit from the expertise of our entire team.

Communication & Accessibility

Your relationship manager is readily accessible through:

Direct phone line and mobile number
Email with same-day response commitment
Secure messaging through client portal
Scheduled meetings (in-person or virtual)
Emergency contact procedures for urgent matters

Regular Reviews

Your relationship manager will schedule regular reviews to:

Assess progress toward goals
Review portfolio performance
Discuss life changes or new goals
Identify planning opportunities
Answer questions and address concerns

Most clients meet with their relationship manager quarterly, with additional meetings as needed.

Client Relationship Manager