We are actively searching for exceptionally talented Senior Client Advisor(s) in several US States, starting in New York City.
My client is a highly reputable multi-billion dollar wealth management business with an immaculate reputation, consistent investment performance with an ideal platform for your clients wealth solutions, investment management and alternative investment opportunities.
Job/Responsibilities:
- The ideal candidate would be responsible for building a investment portfolio through their own network focusing on private client accounts, $5m+.
- Advising families on building, preserving and managing their wealth. Furthermore, advise the clients on asset allocation, investment management, wealth planning and banking needs.
- Manage, maintain and develop relationships with your existing clients and prospective UHNW families.
- There will be access to highly exclusive off-market private market deals.
Requirements:
- A clear track record of successfully working with private clients (UHNWIs, Family Offices and/or Key Clients).
- You must be capable of building a client book from scratch of a minimum $200m AUM in 3 years
- Strong entrepreneurial spirit, team player, strong financial acumen and strong problem solving skills
- Advanced knowledge of your market and clients. Preferably specialised in one or a couple of key markets
For additional information, please contact Miles Henslow